Found 589 Results
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…
Reply To: In-Kind Donations
Hi Kelly…thanks for joining us in the forums! You ask a great question and based on the questions received in conjunction with our latest webinar,…
Reply To: Multi year grant with a budget
Hi Tammy…thanks for coming over to the forum! In my experience dealing with this type of wording – and not knowing the rest of the…
Multi year grant with a budget
If a grant has a budget that we must follow that only allows for certain expenses for certain staff to be used on the grant,…
Reply To: A question about the role of the board treasurer – is this allowable?
I was going to ask something similar. There is a small organization that seems to think that their accountant is actually a board member. But….…
Reply To: A question about the role of the board treasurer – is this allowable?
Generally, I would say – NO. They should be serving in an oversight capacity, not doing the day to day work. The only time this…
Reply To: from Lisa who would like to know about crediting DAF gifts
We give the credit to the DAF fund but we also give a “soft” credit in our records to the individual who recommended the donation.…
In-Kind Donations
We get a lot of in-kind donations of services and goods. What is the proper way to record these transactions? We’ve also donated our goods…