For tax purposes, donors may make large contributions to an organization or foundation but not specify how the money is to be spent. The money from such donations is held temporarily in a Donor Advised Fund. Over time, the donor allocates money from the Donor Advised Fund to the organization's other funds. This service stores information about the Donor Advised Funds.

Top Panel

Donor Type (Required)

Specifies the donor type: Individual or Corporate.

Name (Required)

The name of the Donor Advised Fund.

Fund (Required)

The fundraising product which stores the money for this Donor Advised Fund. Allocations made from the Donor Advised Fund are removed from the Sales general ledger (GL) account for the product specified in this field.

Manager (Required)

The employee responsible for managing this Donor Advised Fund.

Currency Type (Required)

The Currency Type field indicates the currency for which the Donor Advised Fund is based. This field links to the Currency Types service.

Donor

If the Donor Type is Individual, this identifies the donor who established the fund. This field links to the Persons service.

Donor Company

If the Donor Type is Corporate, this identifies the company who established the fund. This field links to the Companies service.

Contact

If the Donor Type is Corporate, this field identifies primary contact at the Donor Company for questions regarding this fund.

Status (Required)

The fund's current status: Active or Inactive.

Allocations Tab

This tab displays the list of Donor Advised Fund Allocations for this Donor Advised Fund.

Attachments Tab

This tab stores any files relevant to this record.

Comments Tab

This tab stores any additional information concerning this record.

General Tab

Date Launched (Required)

The date the Donor Advised Fund was opened.

Expiration Date

The date the Donor Advised Fund expires.

Threshold (Required)

This field specifies a threshold value for the donor advised fund that when hit can be used in conjunction with a process pipeline to automatically send a notification. This field and the fields on the Notification tab fields are provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to Donor Advised Funds. See Managing Process Pipelines for more information.

Total Allocated (read-only)

The total of all approved allocations for this Donor Advised Fund.

Notifications Tab

The fields on this tab are for tracking purposes only and do not drive standard system functionality. These fields and the Threshold field on the General tab are provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to Donor Advised Funds. See Managing Process Pipelines for more information.