The CA-461, 461-Reverse, and 497 all have use cases that apply to Major Donors. They can request that you file these reports on their behalf after they’ve reached the threshold to qualify as a Major Donor. Any record type (individual, organization, or political committee) can be set as a Major Donor filer.
- Ensure the Major Donor has an entity record in ISP.
- Go to Reports > Compliance > Related Pages > Manage Filers.
- Click on Add Filer, select the Entity & Click Add Filer.
- Click on the Entity Name from the Filers List, and add the Major Donor Filer ID there.
We use this two-step process to add a Filer ID on purpose to ensure that the filer is added purposefully and intentionally.
