MemberJune 1, 2023 at 12:28 pm
I’m on the finance side of an organization with a similar systems arrangement: QuickBooks and Salesforce, where the systems are not linked and Salesforce is a stewardship management system, not a subsidiary accounting ledger. We struggle with the same issue of confusion about DAF gifts and to a lesser extent, gifts from family foundations. Something that has helped is to add sub-accounts in the G/L under the Foundations account, to show DAF gifts and Family Foundations separately but so they still roll up in the correct finance category of Foundations. Perhaps that might help your board, especially if you can use a little color-coding or other visual reminder in accounting reports that helps folks see how the finance numbers correspond to the fundraising numbers.