What is your best practice for Trusts and Donor Advised Funds data entry?

Candice Olmos

Hi RE family,


I have a question in regards to handling data entry for Trusts and Donor Advised Funds. I have used RE for over 11 years and have heard a couple different ways to do data entry. What have you seen works best for your Organization/Company?


Thanks! : ) 

Aaron Rothberg

Hi Candice, if you follow this thread, click to see the first page of comments and scroll down about 9 comments, I've written a short blurb on how I handle them.

Candice Olmos

Hi Aaron!


Thanks will do! : )