Found 726 Results
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
Hi, Joseph, I ran into a similar issue, with the same confusion over how the development staff categorized funding and how the finance team did.…
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…
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…
Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
Hi Joseph, I’m on the finance side of an organization with a similar systems arrangement: QuickBooks and Salesforce, where the systems are not linked and…
Reply To: from Lisa who would like to know about crediting DAF gifts
I would agree with Kendell. The entity/person listed as the checking account holder is the donor/grantor. The soft credit is the optional record for tracking…
50/50 Fundraiser Ticket sales Revenue/Expense Question
Weekly we sold tickets for a 50/50 “pot” for several months and now have a winner. My question is should the weekly revenue be split…
Reply To: Multi year grant with a budget
I agree with Wade’s response, but an exception might be if your application had promised that certain named individuals who might be experts in a…
DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion
Hi All, I work in fundraising and handle the Annual Fund and Annual Fundraiser for our organization. While I took finance related classes in my…
Reply To: from Lisa who would like to know about crediting DAF gifts
We record the donation under the donor account (on Salesforce) but provide the payment credit/payer to the DAF. We then send just a thank you…