How to Sync Donor-Covered Fees into Raiser's Edge

This article explains how to configure your Raiser's Edge integration settings so fees paid by donors will appear as a gift!

In the beginning of 2025, we changed how fees covered by donors sync into Raiser's Edge to ensure the flat transaction fee paid by donors (~$0.31) syncs, as well as to allow organizations more abilities to track donor-covered fees using Campaign, Fund, Appeal and Package labels.

How Fees Appear as Gifts

Now, when a donor chooses to cover the fees for their transaction, those fees sync as a separate gift from the purchasable those fees are connected to.

For example, if a donor buys four event tickets at $100 each, and the donor covers the $10.36 in fees, those fees will now sync as a separate gift into Raiser's Edge, instead of being connected to the event ticket, donation, and item gifts.

How to Sync Donor-Covered Fees into Raiser's Edge

1. From your Dashboard, in the side menu go to Integrations > Raiser's Edge Settings

2. In the tabs, navigate to Gift Sync

3. From here, you will now see Donor-Covered Fees as a new purchasable type in the table. 

4. If you do not want donor-covered fees to sync as a gift, select Do Not Sync as Gift from the Gift Type dropdown. 

5. If you do want donor-covered fees to sync, select one of the gift type options, such as Cash/One-Time Gift.

6. You can also select a Gift Subtype for the donor-covered fees, or leave this blank.

7. Save your settings. This will now apply as your default to all your fundraisers!

Next up, make sure Donor-Covered Fees have a Campaign, Fund, Appeal and Package set up! See below for more on how to do this.

Please Note:

Raiser's Edge requires all gifts to have a Fund set. If a Fund is not set for Donor-Covered Fees, then the fees will fail to sync.

How to Set the Campaign, Fund, Appeal and Package for Donor-Covered Fees

1. From the Dashboard > Fundraisers, click Edit on the fundraiser you would like to work with.

2. From the Sidebar, under Admin, select Integrations

3. Go to Campaigns, Funds, Appeals and Packages

4. On the Fund page, if your configuration level is set to Entire Fundraiser, then gifts created for Donor-Covered Fees will use this Fund.

5. If your configuration level is set to By Fundraiser Driver, scroll to the bottom of the page to configure a Fund for Donor-Covered Fees


6. Once set, click Save.

7. Now repeat for Campaign, Appeal, and Package.

8. Once complete, Publish your fundraiser.

And that's it! Fees will now start syncing as a separate gift whenever transactions auto-sync into Raiser's Edge.

 

Did that answer your question? If you need help or guidance, feel free to reach out to support@trellis.org and we would be happy to assist.