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Every Gift Deserves the Right Record

Every Gift Deserves the Right Record

Record donor-advised fund grants and IRA gifts while keeping them distinct from direct donations. Connect each gift to its institution and supporter, with acknowledgments suited to the gift source.

Highlights

  • Record donor-advised fund grants and IRA gifts, including QCDs
  • Keep each gift connected to its institution and recommending supporter or account owner
  • Use source-specific acknowledgments, reports, and exports to distinguish these gifts from direct donations