Receipts Archives

Are You Maximizing the Effectiveness of Your PAC Data?

passpacs on May 29, 2026

Are You Maximizing the Effectiveness of your PAC Data with epacInfo® Management Reports?

In today’s fast-paced, data-driven political landscape, efficiently managing and engaging the right individuals is essential to your Political Action Committee’s success. One of the most valuable tools available to your organization is epacInfo®’s management reporting functionality.

These powerful reports provide detailed insights into your eligible class and current PAC participants, helping your organization make smarter, data-backed decisions. By leveraging this information, PACs can strengthen fundraising efforts, improve donor engagement, and build more effective outreach strategies.

epacInfo®’s management reports can track critical data points including donor activity, contribution amounts, enrollment percentages, and participation trends. epacInfo® delivers accurate, timely reporting with minimal administrative time and effort.

Benefits of epacInfo® Management Reports

Refine Donor Segmentation

Management reports provide a clear view of who is contributing, how much they are giving, and how frequently they donate. This allows PACs to better segment donors based on contribution patterns, consistency, and engagement levels. By identifying top contributors and potential high-value donors, your organization can personalize outreach efforts and focus on the individuals most likely to support your PAC’s mission.

Maintain Clean, High-Quality Data

Collaborating with payroll and HR teams to ensure accurate and timely data feeds is critical to maximizing the value of your data and reports. Accurate data ensures you have the most up-to-date information on active contributors and individuals who may have stopped giving. This visibility gives PAC managers the opportunity to engage valuable supporters and reconnect with former contributors. Accurate, high-quality data also helps ensure compliance while providing reliable insights into donor behavior and participation trends.

Improve Fundraising Strategies

By analyzing receipt management reports, PACs can uncover valuable trends in donor behavior. Are contributions increasing after a specific campaign? Are certain groups more likely to engage during key political events? These insights allow organizations to adjust fundraising strategies in real time, optimize outreach efforts, and maximize overall participation and donations.

Build Stronger Donor Relationships

Management reports also help PACs better understand ongoing donor engagement. Identifying repeat contributors or supporters who may need additional outreach enables organizations to strengthen relationships and foster long-term loyalty. With better visibility into donor activity, your team can prioritize meaningful communication and deliver targeted messaging that resonates with your audience.

Conclusion

Incorporating receipt management reports into your PAC’s fundraising and engagement strategy will help maximize your results. With the power of epacInfo® reporting, PACs can more effectively target the eligible class, increase participation, strengthen donor relationships, and maintain compliance with confidence. In today’s competitive political fundraising environment, actionable data is the key to smarter outreach and greater success.

To learn more about the data management and reporting capabilities of epacManager®, contact Megan Allen at mallen@pass1.com to schedule a demo today.

One of my donors overcontributed to the PAC! What do I do?

passpacs on June 24, 2025

Keeping your large donors from contributing more than the $5,000 maximum can be a challenge because contributors want to max out at exactly $5,000. If they contribute by credit card, it’s not a problem. If, however, they contribute by recurring payroll deductions, the bi-weekly or monthly split never works out to exactly $5,000 for the year. They will either be $0.08 under $5k or $0.06 over the limit.

PASS Receipt Analysts and Compliance Managers are monitoring your large donors to ensure they stay within the limits.

Toward the end of the year, they will suggest you ask the payroll department to manually adjust the deduction amount for the last pay date. The downside of this approach is that someone has to remember to ask Payroll to restore the deduction back to the original amount after January 1.

The PASS Receipts team is also paying attention to any payroll dates that may fall on January 1, which typically means they get pushed back to December 31 because of the holiday. This can cause an overage because the individual would have received 27 pay checks in one year. Don’t worry. PASS’ Receipts team can alert you to this at the start of the year as we track actual pay period dates for our clients.

Many payroll systems can place a $5000 cap on PAC contributions. Systems with this capability will not only adjust the contribution on that last pay date as needed, they will also resume taking the original amount on the first pay date of the new year. Does your payroll system have this functionality? Talk to your Payroll department to find out.

To add to your peace of mind, PASS’ epacInfo software has reports that show Year to Date contributions for all contributors as well as reports that will show a payroll variance from one pay period to the next. Keeping a close eye on donation changes is important to monitoring your PAC income and making sure deductions are not inadvertently stopped after the start of a new year or other change.

Tracking PAC receipts is an important step in maintaining donor compliance and monitoring the health of your PAC. PASS can help! Contact your Compliance Manager to get more information on the PASS process for keeping your contributions compliant. And, if you would like to know more about epacInfo reports that allow you to track your receipt information, please reach out to your Compliance Manager and learn reporting options to get the data you need with just a couple of clicks. PASS will keep your PAC on track!

Is Your PAC Losing Money?

passpacs on May 29, 2025

Has this ever happened to you? You finished a PAC solicitation and your projected new revenue figures were impressive. Sadly, that revenue never materializes because payroll deductions were either not started or were set up with the wrong amounts.

PASS’ epacInfo® software offers payroll comparison reports. This helps ensure all new deductions start at the correct amount. PASS will also program a report with new and updated enrollments and send it directly to your payroll department.

The new enrollments are uploaded to your payroll system, reducing the chance of mistakes.

Many clients depend on PASS to prepare and send new or updated pledge information to their payroll teams. In 2024, PASS sent out 1,800 enrollment reports, that’s 150 reports per month.

Additionally, epacInfo® offers enrollment comparison reports to identify PAC pledges that haven’t started. With epacInfo®, you can report deduction mistakes to your payroll team. This powerful tool helps you easily track new and updated PAC contributions.

The process is straightforward. PASS works directly with your payroll team to discuss file specifications, formats, and schedules. On the scheduled date, you and your payroll team will receive the customized file. Files are send via password-protected email or through our Secure File Transfer Protocol (SFTP).

The PASS IT team will work closely with you to customize solutions that meet your company’s unique needs. Don’t let your fundraising efforts go to waste! Contact PASS to automate your enrollment process and ask about which epacInfo® reports are available to track your PAC activity.

Why Does PASS have a Team Dedicated to Receipts Processing?

passpacs on March 19, 2025

At PASS, we understand the importance of personalized support when it comes to PAC administration and compliance. That’s why our clients work closely with a dedicated Compliance Manager (CM) for day-to-day guidance. What’s even better? Each Compliance Manager is backed by a specialized member of our Receipts Analysis team, ensuring top-notch support every step of the way.

Our team of receipts professionals are dedicated to processing PAC receipts

and making sure all PAC contributions comply with

federal and state campaign finance laws.

Additionally, the team makes sure all the funds that should have been deposited in the PAC bank account were deposited in the PAC bank account, and they follow up with Payroll departments as needed to track down missing funds or funding overages.

To make sure client data is safe and is imported correctly, the Receipts Manager receives the payroll data from the client via secure transmission. The Receipt Manager uploads the payroll data to epacInfo®, PASS’ PAC management software, following a documented procedure. Once the data is imported and verified, the file is audited by a Quality Assurance Manager using a documented process that is detailed in an audit report. The audit report accompanies the notice to the CM that the data is available to be used for compliance reporting. Following the data import, Clients can also view their payroll information and use the management reporting module in epacInfo® to run analytics and create internal PAC reports.

Separating the receipt process from the compliance reporting function allows for greater attention to detail to help ensure PAC data is 100% correct when filing reports with federal and state election law agencies. The PASS team is always looking for ways to make sure client data is accurate and compliant with campaign finance laws. For more information about how we process and keep your data safe and ensure accuracy, contact PASS today!

Is Your PAC Data Accurate, Up-to-Date, and Secure?

passpacs on October 18, 2024

The old axiom, “garbage in, garbage out,” which became popular in the early days of computing, still holds true today. Especially with data related to your Political Action Committee (PAC).

PASS’ primary responsibility is ensuring that quality PAC data is imported to keep your PAC information accurate, up to date, and safe.

PASS uses client data to prepare and file federal and state election law reports. We apply a quality assurance approach to ensure that data is transferred and processed accurately the first time around. Quality Assurance relies on a client’s IT department along with PASS’ Receipt Analyst (RA) and Quality Assurance Manager (QA). Each is responsible for a unique part of the process.

The IT department is responsible for ensuring that the data is encrypted and secure when the data files are sent to PASS. The RA is responsible for decrypting and uploading the raw data into epacInfo® − PASS’ comprehensive data management and reporting tool. Once the team uploads the data into epacInfo®, the QA Manager must then review the processed data to ensure the information matches the data entered into epacInfo®.

Our goal is to enter the data accurately the first time around, and the quality measures PASS has in place give the team the opportunity to identify errors before a Federal, State, or Local report is filed. Errors such as an individual overcontributing to the PAC or the PAC overcontributing to a campaign. Trust the experts at PASS to keep your PAC on track by applying our 40+ years of campaign finance compliance and process experience to your PAC administration. For information about PASS’ processes and what goes into keeping your data accurate, up-to-date, and safe, contact your Compliance Manager. If you would like additional information on adding PASS as a trusted PAC partner, contact Mary O’Reilly at 703-476-3070.