This service stores information about money allocated from a Donor Advised Fund to another Fund or International Support Fund.
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Donor Advised Fund (Required)
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Specifies whether the money from the Donor Advised Fund is being allocated to Fund or to an International Support Fund.
Fund
If Allocation Mode is Fund, this field specifies the fundraising product to which the amount is allocated.
Grant
If the allocation is being made to a Fund or International Support Fund for inclusion in a grant, this field specifies that grant.
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This field specifies the Scheduled Transactions record that the system creates automatically when a new Donor Advised Fund Allocations record is saved. This Scheduled Transaction debits the Sales GL account associated with Donor Advised Fund's fundraising product and credits the Sales general ledger (GL) account associated with the Fund's or International Support Fund's product.
See the Aptify Accounting & Financial Systems Integration Guide About Scheduled Transactions and About Scheduled Transactions and GL Accountsfor more information on Scheduled Transactions.
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