Donor Advised Funds & Creditees

Hi Everyone!

We enter DAFs as the owner of a contribution and the donor as the creditee. This is standard procedure as far as I'm aware.

However, it is incredibly difficult to discern who each donor is en masse (the only way to do it is using SQL to my knowledge). 

Any advice on 1) a data entry strategy and/or 2) a reporting strategy?

Parents Reply Children
No Data