[ASK AN EXPERT] What Are The Rules For Using ‘Soft Credits’ In A Donor Database?
Bloomerang
DECEMBER 21, 2023
Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., 2) We received an IRA Charitable Rollover check from a donor. My supervisor doesn’t want to credit the trustee as the legal donor. Here’s what I would recommend: ASK THE DONOR. Now let’s look at your second question.
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