Forums

Fundraising Applying a Gift from a Donor Advised Fund to a Donor's Pledge

Applying a Gift from a Donor Advised Fund to a Donor's Pledge

Anastasia Quintanilla $organization over 8 years ago

Hey guys,

Does anyone have a way to link a gift that came from a Donor Advised Fund to that donor's pledge?

Thanks!

Parents

Alyssa Saint $organization over 8 years ago

Hi Anastasia,

I would recommend talking to your finance department first. Legally, a DAF cannot fulfill a pledge. You will likely need to zero out or write off the pledge and enter the gift as a new contribution.

Good luck!

Alyssa Saint
Donor Services Data Manager
San Francisco Opera
asaint@sfopera.com | sfopera.com
Cancel
Vote Up +3 Vote Down

Sign in to reply

Cancel

Reply

Alyssa Saint $organization over 8 years ago

Hi Anastasia,

I would recommend talking to your finance department first. Legally, a DAF cannot fulfill a pledge. You will likely need to zero out or write off the pledge and enter the gift as a new contribution.

Good luck!

Alyssa Saint
Donor Services Data Manager
San Francisco Opera
asaint@sfopera.com | sfopera.com
Cancel
Vote Up +3 Vote Down

Sign in to reply

Cancel

Children

No Data