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Donor Avisory Funds

Marie Kocher
$organization

We have some donors who make contributions from their funds housed at a collective foundation. How do other Tess orgs out there enter these gifts?

Thanks,

Marie Kocher

Kansas City Ballet

Parents
  • $organization

    I'd guess most places create a constituent record for the Donor Advised Fund organization, enter the gift in that account and soft credit the gift to the advising donor with a special soft credit type.

    I know there is whole pile of complicated rules about tax receipts and pledges and benefits, etc, etc, which I am not an expert on.

     

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  • $organization

    I'd guess most places create a constituent record for the Donor Advised Fund organization, enter the gift in that account and soft credit the gift to the advising donor with a special soft credit type.

    I know there is whole pile of complicated rules about tax receipts and pledges and benefits, etc, etc, which I am not an expert on.

     

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