• courtney

    June 1, 2023 at 12:32 pm

    Hi Joseph,

    This is an area we also spend a lot of time thinking about, and how to better create clarity in terms of grants v. individual gifts.

    If I’m understanding your question correctly, the issue at hand is the treatment of the DAF in your books, vs how you handle the gift from a fundraising/donor relationship perspective, and how reports out from Salesforce. In our organization, we have started to craft policy around when a family foundation or DAF constitutes a grant vs when it is handled more as an individual (our triggers tend to be reporting requirements). Based on the policy, some of our DAFs or family foundation gifts are then booked to the individual giving fund as opposed to our grants category. This has helped create a bit more alignment in terms of reporting without upsetting any GAAP reporting or compliance requirements. I hope that helps, and also interested to hear how others have handled. This is an area we continue to evolve.