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Opportunity Constituent

Keith Daly

Hi everyone! When developing an 'Opportunity' for a donor who gives through a donor-advised fund, should the 'Constituent' for the 'Opportunity' be the donor or the donor-advised fund? Thank you!

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Karen Diener

I would add it to the individual you are stewarding and cultivating for the gift. You are not working with Schwab or Fidelity - you are working with the individual who is connected to your organization.

Karen

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