Receipt Amount in regards to DAF's

Dina Sorrentino

I am curious how you use Receipt Amount for DAF's. Do you enter the receipt amount as $0 and mark as do not receipt or do you enter the receipt amount the same as the gift amount and mark as do not receipt?

Emmet OConlon

@Dina Sorrentino
To be safe, we put it down as $0 as well as using Do Not Receipt as the status.

Dariel Dixon 2

@Dina Sorrentino I really think this comes down to the structure of your database and how the records are set up. My organization doesn't change the amount, but has a special letter and an attribute that account for these gifts.

Teri Fields

@Dina Sorrentino we count as a grant from the DAF Sponsor (i.e. Fidelity Charitable Fund), and soft-credit the DAF Advisor. We don't thank the Sponsor, but we send the Advisor a letter that lets them know we received their recommended grant.