Federation
Federated campaigns distribute donor gifts to external agencies. DonorPoint acts as the collection organization; agencies receive disbursements via the payout engine.
How Federation Works
- Donors designate their gifts to specific agencies (funds) on the giving form
- Designations are collected in transactions as normal
- At campaign close, a Payout Batch calculates each agency’s share of collected funds
- Fees are calculated and deducted per the configured fee models
- Net amounts are distributed to agencies via ACH or check
Federated Accounts
Federated accounts are organizations in your DonorPoint account that represent external agencies. Each federated account has:
- Fee Percentage — the portion of collected funds retained as a federation fee
- Banking Information — ACH routing and account number for direct payment
- Fund records — the individual funds (designations) this agency accepts
Configure federated accounts on the GivingCampaign’s Federation tab.
iGuide Integration
iGuide is an external directory of federated charitable agencies used in United Way and similar campaigns. DonorPoint synchronises fund records from iGuide annually, keeping the agency list current.
Contact DonorPoint support to configure iGuide synchronisation for your account.
ZIP-Based Designation Routing
Fund Groups can filter the designation list shown to donors based on their home ZIP code prefix. This routes local donors to local agencies automatically, without manual configuration per donor.
Configure ZIP routing on the Fund Group record.
Write-In Designations
When a Donation Item has Allow Write-In enabled, donors can type a fund name not in the list. Write-in designations are held in payout batches with reason “Write-In” until staff manually assign them to a fund or release the hold.
Local Hold
When a donor designates to a fund whose organization is the same as the payout account’s organization, the designation is held with reason “LOCAL” — these are retained by the collecting organization rather than distributed to an external agency.
Pass-Through (Direct Payment)
Some payment methods are configured as pass-through — the payment goes directly to the designated agency, bypassing the federation fee calculation. These are tracked in the payout export as “paidDirect” and excluded from net payable calculations.