What data in Legacy RaiseDonors can I map to Virtuous CRM+?

Virtuous CRM+ enables you to track donor history, generate and send multiple types of donation receipts, and manage communication with your donors. Integrating your Legacy RaiseDonors account with Virtuous CRM+ will simplify these tasks and give you the full financial picture for your donors!

There are four events that can trigger Legacy RaiseDonors an event within Virtuous CRM+: 

• New Donation
• Pull donation history for donor portal
• Refunding donation
• Updating donor information

Note: we're walking through integrating the Virtuous CRM+ integration, not the Virtuous Sync integration. Read more about Virtuous Sync here.

Data mapping

Legacy RaiseDonors data will flow to Virtuous CRM+ fields using these mapping fields below.

Note: this is applicable to each project in a donation. If a donation has multiple project designations, then this mapping will be applied multiple times to send gifts to Virtuous CRM+. Certain fields will remain the same in this situation and be pushed into Virtuous CRM+ multiple times (ex: Legacy RaiseDonors.Donation.Id, DateCreated, SourceCode, Donor info, etc).

*Legacy RaiseDonors Simple and Verbose notes will be mapped to Virtuous CRM+ Gift Notes and will include the following:

Simple notes:

• Legacy RaiseDonors Donation ID
• Authorization # from gateway
• Recurring or one-time donation
• Referring URL
• Transaction ID 
• Page
• And any comment that may be included with the donation

Verbose notes:

• Legacy RaiseDonors Donation ID
• Authorization # from gateway
• And any comment that may be included with the donation
• Test mode?
• Recurring?
• Payment type (cc / ach) and card brand if CC
• Motivation code
• Source code
• Referring URL
• Google UTM codes
• IP Address
• If premium, premium code and name
• If media outlet included, media code
• Shipping address information, if included

Gifts to Multiple Projects

A donation in Legacy RaiseDonors must be attributed to a Project. If a donation is only attributed to one project, then only one gift will be created in Virtuous CRM+. It's possible for a donation in Legacy RaiseDonors to be allocated across multiple projects. Here is how a page/campaign can be set up to support multiple projects.

It's important to understand that if a donation is attributed to multiple projects, then 1 gift with multiple designations will be created in Virtuous CRM+. In the example below, 1 gift will be created in Virtuous CRM+:

Gift #1 - $75
Designation #1 - $50
Designation #2 - $20
Designation #3 - $5

Recurring Donations

Regarding recurring donations that may or may not have an associated premium, the integration works as follows if the donation is a premium (meaning it has a SKU).

• If it's a one time donation, include the SKU information.
• If it's the first instance of a recurring donation, include the SKU information.
• If it's a second, third, etc (n+1) recurring donation, it does a check to see if there is a SKU for the "Recurring Product Code". If a SKU exists there, then the system includes the recurring product SKU/Code with the donation. If no Recurring product code SKU exists, then the donation is sent as a normal donation, with no premium/sku information.

The original source code for the initial recurring donation will remain with each future donation from that recurring profile. However, there is an override feature if you wish to force a specific segment code for all recurring donations.

Synchronizing Virtuous CRM+ Contact ID with Legacy RaiseDonors

When Legacy RaiseDonors pushes a donation to Virtuous CRM+, the Legacy RaiseDonors Donor ID is also included and stored in Virtuous CRM+. This is key as this is how the donor portal history data is retrieved. Additionally, Legacy RaiseDonors will ping Virtuous CRM+ once a day to acquire the Contact ID and store this value locally in Legacy RaiseDonors.

Organization vs Individual giving

Legacy RaiseDonors supports the distinction between a donor and an organization when integrating with Virtuous CRM+. If the organization name is provided with a donation, then the donation will be sent to Virtuous CRM+ as an 'Organization'.

ISO codes for Country and State

Legacy RaiseDonors allows you to customize the formatting of addresses when sending data to Virtuous CRM+. Specifically, the Country can be formatted in:
- ISO3 ex: USA
- ISO2 ex: US
- Full Text ex: United States

The State can also be formatted as:
- ISO2 ex: TX
- Full Text ex: Texas

Tax deductive vs Non-Tax deductible gifts

In the world of Legacy RaiseDonors, we don't yet track if a "page" or "project" or "donation" is tax deductible or not. Legacy RaiseDonors always assumes a donation is tax deductible. But in the realm of Virtuous CRM+, there is the ability to track if a gift is tax deductible or not.

To control the gift coming into Virtuous CRM+ as tax deductible or not, it's a matter of placing the donation into the appropriate Project in Virtuous CRM+.

Looking at the mapping chart, you can see that the Legacy RaiseDonors "project" maps to the Virtuous CRM+ "project". If the donation in Legacy RaiseDonors is attributed to "Project A" and in Virtuous CRM+ "project A" is setup to be tax deductible, then the gift will be seen as tax deductible in Virtuous CRM+.

However if in virtuous "project A" is not setup as tax deductible, then the gift will not been seen as tax deductible in Virtuous CRM+.

The designation of a gift to be tax deductible vs non-tax deductible is all controlled thru the setup of the project in Virtuous CRM+ - and the mapping of the project in Legacy RaiseDonors to the project in Virtuous CRM+.

Fair market value

Legacy RaiseDonors does not directly send fair market value to Virtuous CRM+ through this integration. Yet, Legacy RaiseDonors does allow you to provide FMV information - and this is used in various places (receipts, donation data, etc).

Virtuous CRM+ requires you to specify the FMV at the "premium" level when creating a new premium in the Virtuous CRM+ environment. When a donation comes into Virtuous CRM+ from Legacy RaiseDonors, the premium "code" configured in Legacy RaiseDonors will be matched to a premium "code" in Virtuous CRM+. Once the match has been established, Virtuous CRM+ will then apply the FMV settings it has locally, to the donation.

To ensure FMV calculations are correct in both Legacy RaiseDonors and Virtuous CRM+, ensure that you are configuring the FMV data in both systems - before donations take place.

Recurring donations and Pledges

Legacy RaiseDonors does not directly support the concept of a pledge. A donation is either recurring or not. However, Virtuous CRM+ does support pledges. The pledge feature in Virtuous CRM+ can be globally enabled or disabled.

When Legacy RaiseDonors receives the first recurring donation in a schedule, the integration with Virtuous CRM+ will set the frequency to "monthly". This is picked up by Virtuous CRM+ and the system auto-creates a pledge for that gift, if the pledge feature is enabled.

There are a few scenarios that lend itself to a poor experience with pledges. Legacy RaiseDonors has no way to contact Virtuous CRM+ to notify Virtuous CRM+ that a recurring schedule has been modified. The donor could have changed the amount, could have terminated the schedule, etc. The update to the pledge in Virtuous CRM+ will be a manual process. 

Donor Portal

Legacy RaiseDonors collects data real-time in the donor portal when viewing giving history. The data returned from Virtuous CRM+ contains transactions collected outside of Legacy RaiseDonors. That data is then merged with any/all donations processed thru Legacy RaiseDonors (including recurring) and displayed to the donor.

Virtuous CRM+ has contacts and individuals. By default, the contact is mapped to the donor in Legacy RaiseDonors. Meaning a donor may see the entire household giving history when viewing their giving history. 

Only donations processed thru Legacy RaiseDonors are available to have the email re-sent. And only donations processed through Legacy RaiseDonors are able to display Gift Aid status (if available).

United Kingdom Gift Aid

Legacy RaiseDonors supports Gift Aid for organizations processing in GBP thru their gateway. To facilitate Gift Aid requests from the donor into Virtuous CRM+, you can configure a custom field to collect the 'date' of the Gift Aid request with the associated donation. We recommend providing a custom field named 'Gift Aid Submit Date'. The value sent along in this custom field will be the creation date of the donation, in your organizations time zone. Ex: MM/dd/yyyy.

How is data imported into Virtuous?

Legacy RaiseDonors sends data in near real-time to Virtuous CRM+, but that doesn't mean it's ready for querying, reports, and/or viewable in Virtuous. To see how that process works, please check out Virtuous Support.