Required Columns
| Column |
|---|
| Description |
| Received On |
| Fund Name |
Optional Columns
| Column |
|---|
| Remote ID |
| Person ID |
| First Name |
| Last Name |
| Phone |
| Fair Market Value |
| Exchange Details |
| Valuation Details |
| Internal Notes |
| Campus |
Import Behavior
- Header matching is case-insensitive.
- Unrecognized columns are ignored by the parser.
- Setup includes a Remote ID toggle for this provider using the column “Remote ID”.
- A provider template download is available in Setup.
- Matching-relevant columns present in this parser: Email First Name Last Name Phone Remote ID.
- All in-kind donations are marked as tax deductible.
- Batch and payment source configuration are skipped for this provider.
- If Fair Market Value is provided it is used as the donation amount for the fund split.