Museum technology · Implementation example
Donor Advised Funds Setup
Track 'Soft Credits' correctly so the real donor gets the thank you, not the bank.
How it works
Checks from Fidelity or Schwab often confuse the system. We configured it to handle Donor Advised Funds correctly: the check is recorded from the bank for accounting, but the 'Soft Credit' (and the glory) goes to the donor, ensuring they get the proper stewardship they deserve.
⭐ Big Impact
FundraisingDatabase
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