Adding a Contribution Itemization

Contribution Itemization is primarily utilized for Federal Campaigns and Political Action Committees (PACs) as a method to provide additional details for the Federal Election Commission (FEC) report. Other states may require the same itemization which depends on your report.

Our ActBlue integration will automatically create a Memo entry on your FEC report when the report is generated. If the Contribution shows a IsActBlue as True, then this transaction came through the integration and a memo entry will be added.

Contribution imported can be itemized when the import. The Import system provides an easy way to add a Single Itemized record to a transaction during the import.

The Import system provides a way to mass update Contribution, this includes creating a Itemization record. You will need to gather the contributions by their Contribution ID, and import that ID and the Itemization details in another import.

One of the most frequently encountered scenarios in this context is known as Re-Attribution and Redesignation. This occurs when a donor contributes an amount that exceeds the maximum limit set for an election, or when a couple gives in a single check or online contribution. In such cases, the excess contribution is adjusted using Itemization. It is advisable to consult the FEC for specific guidance on the procedures involved in this process. Each itemized contribution will be documented in the report, clearly linked to its corresponding parent contribution for transparency and accuracy.

In order to itemize a Contribution in Campaign Deputy, simply navigate to the Contributions area, select the Action button > 'Add itemization'.