On-Line Donation Corrections

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
crpettey
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Joined: Thu Jul 21, 2016 8:24 am

On-Line Donation Corrections

Postby crpettey » Thu Jul 21, 2016 12:30 pm

Is there a set policy and procedures for making corrections to on-line donations. In our stake we have had a couple of instances where individuals accidentally made excessive donations. Who do we contact to correct these? Who needs to be involved?

russellhltn
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Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: On-Line Donation Corrections

Postby russellhltn » Thu Jul 21, 2016 12:49 pm

I would have the clerk contact Local Unit Support. I've seen no guidance on how that would be handled. The general statement from the FAQs is that "Donations are a free-will offering and cannot be refunded." I'm not sure, but there may be some tax law issues at play that limits what can legally be done.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

crpettey
New Member
Posts: 2
Joined: Thu Jul 21, 2016 8:24 am

Re: On-Line Donation Corrections

Postby crpettey » Thu Jul 21, 2016 1:33 pm

According to Local Unit support... For On-Line donations: The donor would need to write a letter to the CUBS Accounting manager requesting the return, and why the return is requested. I am assuming that referencing the date of the donation and the amount would be helpful. This letter can be faxed to the CUBS accounting manager or emailed. You can get those by calling local unit support.

For a refund of donations made manually, the same letter from the donor needs to be accompanied by a letter from the bishop stating the circumstances and his recommendation for the refund.


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