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23.2. How do I add reattributions and redesignations for a single large contribution?

How to Reattribute and Redesignate a Single Contribution When a contributor's donations go over the contribution limit set by the FEC, one of the options to deal with the surplus money is to reattribute it to the contributor's spouse. When a contributor's donations go over the contribution limit set by the FEC, one of the options to deal with the surplus money is to redesignate it towards the next election (from the primary election to the general election for example).

This will show how to reattribute and redesignate a single transaction between the donor and their spouse. A single contribution (ex. $10,000 for 2016 Primary) can be reattributed to the spouse between two separate Election Periods (ex. $2,500 for 2016 Primary and $2,500 for 2018 Primary). The remaining of donor's contribution can then be redesignated towards the next Election Period (ex. $2,500 for 2018 Primary).

Here are the steps to do this:
(letters correspond to sections on the images)

 

1. Open the record with the original contribution.

2. Click Transaction tab.

3. Click on the blue pencil icon next to the contribution transaction to be redesignated.

4. Click on Linking tab.

5. Choose Reattribution from the drop-down list. 

Under the New Reattribution section:

6. Under the New Reattribution section, search for the spouse record in the Recipient box. (a)

7. Enter the Date. (b)

8. Enter the Amount to be reattributed.  (c)

9. Choose the Election Period. (d)

10. Click on the Add button. (e)

 

You can Reattribute towards different Election Periods. To do this simply follow the same steps but select a different Election Period.

 

After you reattribution half of the contribution to the spouse, the donor will need to have their half redesignated.

Here are the steps to do this:
(letters correspond to sections on the images)

 

1. Click on Reattribution tab.

2. Choose Redesignation from the drop-down list.

Under the New Redesignation section:

3. Enter the Date. (a)

4. Enter the Amount to be redesignated. (b)

5. Choose the new Election Period for the redesignation. (c)

6. Click on the Add button. (d)

7. Click on the Save button. (e)

 

Once this is saved the donor's transactions will look like this.

 

The spouse's Reattribution will show $5,000 on the donor's transactions, but when you go into the spouse's transactions you will see the Reattributions.

 

 

When a report is run you will see that the Reattribution and Redistribution are printed to the report.

If you need to report a scenario in which you need a redesignation from one election period FROM another election period, you'll just need to follow the steps outlined above, but add one last "Redesignation" memo and make sure the amount you enter is a negative with the (-) sign in front of it. That'll cause it to pull to your FEC reports and will ensure the ECTD totals are correct.

NOTE: 

Please consult your FEC analyst for confirmation as to how your report should display. If your analyst has directed you to have your report pull one negative contribution from the donor, one positive to the spouse (instead of one +/- from the donor to the spouse per election period), you will need to manually create all the memo contributions. First, create the negatives and positives following the step outlined above. Next, go to the spouse record, add a Memo Contribution transaction, make sure "Include in Limit Checking" is checked, then click Linking>Advanced and link to the contribution.