Allow Members to Donate Round-ups to Charity!
This project adds some new features to the existing Debit Card Round-up feature so that members can elect to have their daily round-up deposit transferred to a charity of their choice. This is based on a request by Generations United FCU, who wants to allow their members to donate to the United Church of Christ or other affiliated institution.
Since members can already opt in for the debit card round-up program in online and mobile banking, this project will expand that existing module to allow for a second option for transferring the round-up funds each day: either to another sub-account like now, or to one of the CU’s defined charities. The same functionality will also be available when a CU employee is opting a member in via CU*BASE.
The calculation and transfer process will remain the same, but if a charity has been selected, behind the scenes the system will simply transfer the funds to the G/L account associated with that charity. Daily round-up reports will show a total of transfers by G/L, and the CU will manually transmit those funds to the charity through whatever means they wish.
Status as of October 2024: Project #62454 will be implemented in the 24.10 release.
Chef for this recipe: Dawn Moore
