4 things you must do when you get a donor-advised fund gift

You can’t ignore donor-advised funds. They’re growing fast, so the chance you have donors who have funds is high. Here’s what to do when you get a DAF donation, from a very useful post at the Boomerang Blog, at How To Enter And Credit Donor Advised Fund Gifts In Your Database:

  1. Hard credit the gift under the record of the fund. Not the donor. Their actual donation happened when they deposited the funds in the DAF in the first place.
  2. Soft credit the gift on the record of the individual who made the grant recommendation. You got the money because the donor chose you. In that sense, it’s a donation, and it signals the possibility of future donations.
  3. Send an acknowledgement to the individual donor. But don’t thank donors for their “tax-deductible gift.” They already took the tax deduction when they gave to their DAF. Just let them know they’re making an impact.
  4. Send an acknowledgement letter to the DAF administrator. It’s not really their gift to you, but you do want to build a relationship with funds whenever you can.


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The future of fundraising is not about social media, online video, or SEM. It’s not about any technology, medium, or technique. It’s about donors. If you need to raise funds from donors, you need to study them, respect them, and build everything you do around them. And the future? It’s already here. More.

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Jeff BrooksJeff Brooks has been serving the nonprofit community for more than 35 years and blogging about it since 2005. He considers fundraising the most noble of pursuits and hopes you’ll join him in that opinion. You can reach him at jeff [at] jeff-brooks [dot] com. More.


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The future of fundraising is not about social media, online video, or SEM. It’s not about any technology, medium, or technique. It’s about donors. If you need to raise funds from donors, you need to study them, respect them, and build everything you do around them. And the future? It’s already here. More.

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Jeff Brooks has been serving the nonprofit community for more than 30 years and blogging about it since 2005. He considers fundraising the most noble of pursuits and hopes you’ll join him in that opinion. You can reach him at jeff [at] jeff-brooks [dot] com.

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