We are looking for a good way to track contributions made from an IRA. Does anyone have a way of doing this that they would recommend? We are wondering if it makes sense to set up a new "creditee type" and enter them similarly to the way we treat contributions from donor advised funds - has anyone tried this?
At San Francisco Opera we have creditee types specific to IRA's and treat them the same as we do DAF's. Happy to talk through our process if you would like.