Provide Comprehensive Reporting for Stranded Funds

I would like to see the process and reporting capabilities be built out for stranded funds. Currently the process and redirect is domestic only which presents a huge problem for our employees.

  • only domestic employees are contacted regarding they have a donation that is stranded

  • they are only given 2 weeks to respond to the email

  • YC does not notify the account admin PRIOR to sending the email to employees thus giving them a heads up and the opportunity to connect with employees

  • there is no process or email sent internationally which is really sad


Additionally, the singular report available is inconclusive to the whole picture which should include which transactions were held and why, and when they were redirected in the same report. The "transactions on hold" only shows currently stranded holds and there is no readily available report to show redirected transactions with detailed information on employee/ match and when they were redirected to either the default charity or as employees directed. There is no report in which an admin can reconcile that redirected donations were actually redirected.


And finally, there is no report set up for the default charity/charities that shows not only employee donations/matches but also funds that have been redirected.

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  • Sep 30 2022
  • Reviewed: Voting Open
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