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Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion

Hi Joseph, Our organization works in Salesforce and QBO as well. We revamped our income chart of accounts this year to be scale down on…

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Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion

I think it is important that fiscal and fundraising are consistent. We use Quickbooks and Exceed Further (not Salesforce) since they are compatible and donations…

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Reply To: DAF Gifts: Budget/Financial Docs vs Fundraising Report Confusion

I’ve also dealt with similar issues at my current and past organizations. I generally categorize DAF/family foundation gifts under individual contributions because those types are…

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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.…

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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…

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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…

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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…

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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…

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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…

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Reply To: Multi year grant with a budget

Awesome. thank you both for your reply.

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