Found 787 Results
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…
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,…