Forum Replies Created

  • courtney

    Member
    June 1, 2023 at 12:32 pm in reply to: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion

    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.

Report

Harassment or bullying behavior
Contains mature or sensitive content
Contains misleading or false information
Contains abusive or derogatory content
Contains spam, fake content or potential malware

Block Member?

Please confirm you want to block this member.

You will no longer be able to:

  • See blocked member's posts
  • Mention this member in posts
  • Invite this member to groups
  • Message this member
  • Add this member as a connection

Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.

Report

You have already reported this .

On October 8, 2025, Join Us for a National Town Hall on the Financial State of the Nonprofit Sector

Nonprofit GPS is a new, action-based community designed to help nonprofits navigate today’s disrupted revenue landscape. Built in consultation with organizations nationwide, it focuses on the real financial challenges nonprofits face — business model risks, capital management, budgeting, governance, and more. Together, we’ll share practical strategies and highlight bright spots of practice that strengthen missions, even in the most disruptive times.

At this event you will hear: an analysis of the current economic landscape for nonprofits and the implications for practice; what array of critical new resources will be offered by Nonprofit GPS over the next three months and beyond; and how to become involved as a practice leader in this community.
Register here today!

Join a space designed to foster support, inclusivity, and respect for every voice.

Ask questions, share experiences, and connect with peers and experts who value your insights. Your contribution is invaluable - forum members bring a wealth of knowledge and experience, crucial for mutual growth and learning. We cherish your expertise and would love to have you enrich our forum! Let's build together, learn together, and support one another.
Visit the Forum!