Receipt Amount in regards to DAF's

Dina Sorrentino
Dina Sorrentino
Ninth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

I am curious how you use Receipt Amount for DAF's. Do you enter the receipt amount as $0 and mark as do not receipt or do you enter the receipt amount the same as the gift amount and mark as do not receipt?

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Comments

  • Emmet O'Conlon
    Emmet O'Conlon
    Eighth Anniversary Kudos 2 Name Dropper Participant

    @Dina Sorrentino
    To be safe, we put it down as $0 as well as using Do Not Receipt as the status.

  • Dariel Dixon
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management

    @Dina Sorrentino I really think this comes down to the structure of your database and how the records are set up. My organization doesn't change the amount, but has a special letter and an attribute that account for these gifts.

  • Teri Fields
    Teri Fields
    Fifth Anniversary Kudos 1 Name Dropper Participant

    @Dina Sorrentino we count as a grant from the DAF Sponsor (i.e. Fidelity Charitable Fund), and soft-credit the DAF Advisor. We don't thank the Sponsor, but we send the Advisor a letter that lets them know we received their recommended grant.

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