We are excited to announce some upcoming enhancements to Vision2’s integration with Ministry Platform. Based on customer feedback, we'll be aligning more with MP best practices and expanding the list of things that can be synced between the two systems.

SUMMARY

  • We will be releasing enhancements to the MP integration in three phases. Phase 1 improves syncing of reversals, reallocations, and anonymous giving.

  • Reversals - When a payment is refunded, charged back, or has insufficient funds in V2, the integration will create a negative donation in MP. It will also read negative donations from MP and void the corresponding payments in V2.

  • Reallocations - When the designations on a payment are changed in V2, the integration will create $0 reallocation donations in MP. It will also read $0 reallocation donations from MP and change the corresponding payments in V2.

  • Anonymous - When an anonymous gift with anonymous funding is created in V2, the integration will create a donation in MP from a donor (and contact) named Anonymous Donor (Vision2). If that contact/donor does not exist in MP, the integration will create it. It will also read donations from this anonymous donor from MP and create the corresponding anonymously-funded gift in V2.

  • This summary just scratches the surface. For more details, please read on.

PHASES

We will release these changes in three waves:

Phase 1 - Better syncing of reversals, reallocations, and anonymous giving

Phase 2 - Syncing giving goals (V2) to pledges (MP)

Phase 3 - Syncing mission trip fundraising goals and participants

Phase 1 is live and applies to all customers. Phases 2 and 3 will happen later and will be opt-in by customer. (After Phases 2 and 3 go live, we can work with you to activate the ones you want to use.) We will explain Phases 2 and 3 in future communications. For now, we will focus on explaining all the good stuff that's happening in Phase 1. We'll review how the integration works today and how it will work differently after the release of the changes.

DEFINITIONS

Before going further, it will be helpful to clarify a few terms:

  • A reversal is the cancellation of donation, typically because of a refund, a credit card chargeback, or insufficient funds in the bank account.

  • A reallocation is a change to the designations on a gift. It can be as simple as changing the designation on a one-designation payment or as complex as splitting a single-designation payment out to many designations.

  • An anonymous gift is a gift where the donor chooses to be unrecognized.

  • Outbound means a change is made in V2 and pushed to MP.

  • Inbound means a change is made in MP that is pulled into V2.

With the terms clarified, let's cover the details.

REVERSALS

The first improvement in Phase 1 is the handling of reversals. A reversal is the cancellation of donation, typically because of a refund, a credit card chargeback, or insufficient funds in the bank account.

Outbound Reversals (V2 → MP)

How it works now:

If you reverse a payment in V2, the integration changes the corresponding donation in MP so its amount is $0 and removes its donation distributions. This is not the MP best practice, so we are changing how this works.

How it will work after the release:

We will follow the best practice and write a negative donation in MP that reverses the original donation. The negative donation will have the Donation Id of the donation it reverses stored in a field called V2 Adjustment Code. This code will tie the original and reversing donations together so you can know with certainty what’s adjusting what.

An example:

On 3/26, Markus Stackhouse gave $200 online to the Essential Fund via credit card. A few days later, on 3/31, the credit card transaction was charged back. You can see this clearly in V2 in the payment status and financial details:

Immediately after the chargeback was received in V2, a reversing donation was created in MP. You can see the original donation and the reversing donation (highlighted) on the Donations tab of Markus' donor record:

The first record is the original $200 donation on 3/26. The second record is a negative $200 donation representing the chargeback that happened in V2 on 3/31.

Something else important happens that you cannot see here. While these two donations clearly appear to be related, you cannot know for certain that the negative $200 donation reverses the first one just by looking here. If someone had entered a standalone negative $200 donation for Markus it would look the same. That's where the new V2 Adjustment Code field comes in to play.

If you click on the reversing donation to see the donation detail and scroll down to the bottom of the page, you will see a field for the V2 Adjustment Code. In that field is the Donation Id (9981) of the original $200 donation that this donation reverses. (This is also shown in the Third Party Note field.)

The V2 Adjustment Code is a critical piece of the reversal and reallocation enhancements. V2 will populate this field when it creates adjusting donations. It will also read this field when reversals are entered into MP for donations that originate in MP. We'll cover that next when we look at inbound reversals.

Inbound Reversals (MP → V2)

How it works now:

Any type of reversal in MP, whether it's a negative donation or a zero-dollar donation, is not pulled into V2 today. Without manual intervention, V2 and MP remain out of sync on these items.

How it will work after the release:

For donations that originate in MP, you can enter a negative donation in MP and it will be polled into V2 and reverse the corresponding payment in V2, putting it into Voided status. You can also enter a partial reversal in MP which will reduce the payment in V2 by that amount (but will not void it).

Note: Only adjustments made to donations that originated in MP will be polled. You cannot adjust donations that originated in V2 from MP. You must change those in V2.

An example:

On 4/15, a check for Berk Boxmon was scanned into MP. Berk accidentally used a check from an older account he's been meaning to close. On 4/22, the bank returned the check for insufficient funds. You want to reverse the donation in MP and have it reflected correctly in Berk's giving history in V2.

To correct the entry, you follow the MP process for handling NSF donations by copying the donation and its distributions and making the amounts negative.

You've reversed the donation in MP, but it's not in V2 yet. Until a V2 Adjustment Code is added to the reversing donation, V2 cannot know which donation the negative donation is reversing, so it won't accept it.

Editing the reversing donation and entering the Donation Id for the original donation (7109) into the V2 Adjustment Code field will take care of this.

After saving the transaction in MP, V2 will pick up the reversing donation, apply it to the original donation, and change the status of the payment in V2 to Voided. Now this donation will not appear in Berk's giving history or his statement in V2.

The process above also works with a partial return. A partial return will reduce the payment amount in V2 by the amount of the reversal but will not put it in a voided status.

REALLOCATIONS

The second improvement in Phase 1 is around reallocations. A reallocation is a change to the designations on a gift. For example, suppose Aliyah gave $100 to Tithe. Later, she calls the church and asks you to change it. She intended to split it 50/50 between Tithe and the Building Fund. You edit the payment and make the change. This change is a reallocation.

Outbound Reallocations (V2 → MP)

How it works now:

When you reallocate a payment in V2, it is reflected in MP by overwriting the original payment with the updated payment. This can cause issues with reconciliation and reporting. It's also not the best practice.

How it will work after the release:

When a payment is reallocated in V2, a separate, adjusting donation will be created in MP. It will be a $0 donation with negative and positive distributions reflecting the designation shifts made to the payment.

For example:

Let's see what the changes to Aliyah's $100 donation will look like in MP. Recall it was originally to Tithe, then it was edited and split between Tithe and the Building Fund.

On Aliyah's donor record, you can see the original donation and the $0 reallocation donation (highlighted). The donation date on the reallocation is the date of the original donation, not the date the change was made. Why? Because it's correcting the original intent of the donor and it's best to have it grouped close to the donation when reporting.

If you click on the reallocation donation to view the details, you can see the designation shift in the donation's distributions.

You can see that $50 was moved from Tithe (negative amount) to the Building Fund (positive amount). As with the reversals, the reallocation donation has the Donation Id of the donation it's adjusting in the V2 Adjustment Code field. There is also some additional information captured in the Third Party Note field.

Reallocations will work the other direction too. We'll cover that next.

Inbound Reallocations (MP → V2)

How it works now:

The integration does not poll adjusting donations of any kind from MP today. If a donation is changed in MP, the corresponding payment in V2 is destroyed and recreated to reflect the current state of the donation.

How it will work after the release:

For donations that originate in MP, you can enter a reallocation donation and the integration will make the corresponding adjustment in V2. It follows the same pattern as reallocation donations created by V2. You will create a $0 donation with positive and negative distributions that net to zero and enter the Donation Id of the donation you are reallocating into the V2 Adjustment Code field. When the integration picks it up, it will make the corresponding designation changes to the payment in V2.

Note: Only reallocation donations made to donations that originated in MP will be polled. You cannot reallocate donations that originated in V2 from MP.

ANONYMOUS GIFTS

The final improvement in Phase 1 deals with anonymous giving. There are two anonymous gift scenarios to consider:

  • An anonymous gift funded anonymously (cash or check only)

  • An anonymous gift funded by a named individual/organization

ANONYMOUS GIFTS FUNDED ANONYMOUSLY

Outbound Anonymous (V2 → MP)

How it works now:

The donation in MP is attributed to the “Unassigned Contact” donor. This can interfere with other processes in MP built around that default contact.

How it will work after the release:

The donation will now be from the Anonymous Donor (Vision2) donor. If that contact/donor does not exist in MP, V2 will create it.

If you want to change how that name displays, you can change the nickname on the contact, which will alter the display name. V2 won't overwrite the nickname field if this contact is ever update.

An example:

Here is a $150 anonymously-funded gift in V2:

Here's how the donation looks in MP:

Inbound Anonymous (MP → V2)

How it works now:

Today, there is no way to enter a donation in MP that will create an anonymously-funded gift in V2. While this may be infrequent, it should mirror what happens outbound.

How it will work after the release:

Any donation from the Anonymous Donor (Vision2) donor in MP will create an anonymous gift and payment in V2.

ANONYMOUS GIFTS FUNDED BY A NAMED INDIVIDUAL/ORGANIZATION

Outbound Anonymous (V2 → MP)

How it works now:

The anonymous flag on the donation that is created in MP is set to False. (It should be True.)

How it will work after the release:

The anonymous flag on the donation will be set to True.

Inbound Anonymous (MP → V2)

How it works now:

This works well today. If you enter a donation from an individual or organization in MP and set the anonymous flag to True, it will create an anonymous gift funded by that individual or organization in V2.

How it will work after the release:

No change. This will continue to work as it does today.

WHAT'S NEXT?

We'll let you know when we get closer to releasing Phase 1. In the meantime, please reach out to Vision2 support with any questions you may have.

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