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?
As this is actually a contribution from the individual, it is quite different than a contribution via a DAF. I can see possibly using a unique channel, acknowledgement type or custom field, but a creditee type sounds to me like you would not be giving hard/legal credit to the individual.