MemberJune 1, 2023 at 2:57 pm
We also struggle with this. We book the DAFs as individuals and put a note “Name of donor via Schwab or JP Morgan or XX Community foundation”. The development department does the same. However in our 990 for the question of major donors we do add the numbers of DAF via XX Community Foundation to that XX Community Foundation. I am not sure if that is right or not; or if in the 990 we should just add to the Community Foundation what comes from their own funds.