[ASK AN EXPERT] How To Enter And Credit Donor Advised Fund Gifts In Your Database
Bloomerang
JUNE 30, 2023
Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., So, let’s track what you should do from the moment you receive a recommended distribution from a donor advised fund (DAF). A good way to handle this is simply to say “ Thank you for your $250 gift made from your Jen Generosity Donor Advised Fund.”
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