I'm looking for some suggestions for tagging records where the donor gifts from a DAF, IRA, or some other financial institution - I'm considering an Attribute, Relationship to a parent constituent record, or a custom field ON the unique contribution entry. Have any orgs done this? What worked for you? I'm also looking for ease of list pulls and reporting.
Thanks,
Marie
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MARIE F. KOCHER
Development Database Manager
Pronouns: she/her/hers
Kansas City Repertory Theatre (KCRep)
4825 Troost Avenue, Suite 101 | Kansas City, MO | 64110-2030
kocherm@kcrep.org | O: 816-235-6106
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I've used a gift channel of DAF and IRA successfully to isolate these gifts, and use gift channel for stock as well. We have donors that give via DAF/IRA and stock for some of their giving, but may use checks or on account for other contributions. It's easy to create a list of these gifts and use them in extractions or reports. It's worked well for our organization.