Create two accounts for individuals and their grants/funds and connect?

Jen Gibson · September 2021

I have struggled with the best way to log our donors who give through a fund they set up that is managed by a community foundation. Currently, I have a constituient file for the couple, and I have a constituent file for the family fund they donate through. I have them linked through Relationship. I have two problems as a result of this though. When I am looking at the constituient profile for the couple, I don't always see their Family Fund donations unless I remember to click on the relationship tab. For some of these situations, I have the added complication that the tax recepit needs to go to the managing foundation of the family fund, but the TY needs to go to the family who set up the fund. How do others set up these constiuients and manage the jourmal entries, thanks yous, and tax receipts?

Heather MacKenzie · September 2021

To partially answer your questions, I'd start soft crediting the family fund donations to the couple's records. Then you'd be able to see all their donations in one place on their Gifts tab. Under the relationship, in the family fund side, bring up the couple, and look at the second tab. You should see a checkbox at the bottom of the window that you can check to have RE automatically do this for you going forward. You can manually add the soft credits to the gifts already entered.

Spring Velazquez · September 2021

Are you using NXT? If so, why not add a summary note to the constituent home screen on both records?

Rachel Brown · September 2021

I keep it pretty basic. I do not setup separate constituent accounts for family funds for living donors. I enter the gift on the community foundation account and soft credit the primary individual's account. This keeps the communication piece simple.

Create two accounts for individuals and their grants/funds and connect?

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