Donor Advised Fund

Normal 0 false false false EN-US X-NONE X-NONE

Hello,

i have been requested to ask the below question of the group to see how you all handle this process.

Is there a way to track a “intent to direct” a future year gift from a donor advised fund?  So that we can include the “intent to direct” on our individuals record.  We have a work around in place right.

Thanks for your advise in advance!

Bobby Moseley

Houston Ballet