Hello!
I was wondering how other organizations are tracking pledges for donors who have a tendency to use Donor Advised Funds? I know one cannot enter a pledge for the DAF organization itself nor can you apply it to an existing pledge but I was wondering if anyone has created some sort of tracking system.
Thanks!
Rose
We put the "verbal" amount in a Plan. We use the Recorded field to track this information once the donor lets us know they will be making a gift through a donor-advised fund. Since the plan can be attached to the gift, if works perfectly to let us see if a contribution has been made when we look at the Plan report.
Customer Service Issues or in Plans you can have a status of DAF Pending (or whatever makes sense) Then you track the open issues or Plan status
From: Rose Dillon [mailto:bounce-rosedillon7009@tessituranetwork.com] Sent: Monday, October 31, 2016 12:50 PM To: McKinley, Leslie <LMcKinley@nycitycenter.org> Subject: [Tessitura Development Forum] Pledges for Donor Advised Funds?
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