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  • Dana

    Member
    June 1, 2023 at 12:30 pm in reply to: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion

    In the short term, perhaps you could create a journal entry on a monthly basis to redirect the DAF portion of grants to the account/cost center for your annual fund? I would think that this would result in accurate reporting for both the grant manager and the Board of Directors that you’re looking for. Long-term solution would be to partner with the new financial manager to identify new or different cost centers that are specific to a subset of grants.

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