Entering gifts from donor-advised funds

It sounds like you are not using soft credity options when you pull your "list". How are you getting this list - query? reports? export? something else?


This is the most common way to enter gifts as the DAF is the legal donor - the individual should definitely not be receipted.

I'm wondering if it's necessary to list the individual donor when his or her fund is listed?  I used to work for a Community Foundation and now receive donations from that Community Foundation from their  DAFs.  We enter the Fund's name as the primary Organization and use the Community Foudnation's address for mail correspondence.  We only soft credit the donor if we have their home address (if they've given in the past before through their Fund).  It's enough for us to know that the ABC Family Fund of the XYZ Community Foundation made a gift.

Stephanie Yoder:

 

Melissa Graves:

It sounds like you are not using soft credity options when you pull your "list". How are you getting this list - query? reports? export? something else?


This is the most common way to enter gifts as the DAF is the legal donor - the individual should definitely not be receipted.

In the query, I specify a giving level using the Summary option (I do this because we often look at a donor's cumulative giving in a fiscal year). Then, in the export, I export "Summary of Gift" and select that Soft Credit go to both the donor and the soft credit recipient. Where this seems to present a glitch is if there are multiple gifts credited to one Fund in the same year.