How do other organizations handle coding donor advised funds for the organization and the donor and where and how do you notate it for querying purposes?

@Linda Schwambach

However you credit the gift, it is helpful to have a relationship record linking the DAF holder and the donor with a relationship type indicating it is a DAF. You can note the name of the donor's fund with the DAF holder on that relationship record for reference.

For gift credit, I prefer the Bill Connors method of hard crediting the donor with a “Name on Check” gift attribute/custom field. The receipt amount should be zero, which can be helpful for queries and letters. You can use other coding options, like a gift attribute/custom field, to indicate it is a DAF. Soft crediting the holder of the DAF may not be necessary depending on your reporting needs.

There isn't a right/wrong way to do this. Important considerations:

• Determine the best way for your reporting and acknowledgement needs.
  • Work backward from the regular queries, reports, and letters you need to run to ensure the way you plan to code the records will work for you.
• Document how you are going to record everything
• Be consistent in following your documented processes