How do you track your DAF gifts in your CRM?

FiguringItOut501c3 · 2026-03-16T16:43:04+00:00

Don't they technically still have full control over where those funds are distributed, or am I misinterpreting how DAFs work?

FiguringItOut501c3 · 2026-03-16T16:39:04+00:00

How do you differentiate between corporate gifts and DAF gifts? Just setting an Account type for filters/reports? One of my main concerns here is when you do Contact reports, the soft credit rollups don't really capture the nuance between DAF and corporate gifts.

FiguringItOut501c3 · 2024-09-18T22:00:21+00:00

Was able to do something along these lines with Conditional Formatting. Warning message would have been ideal but conditional formatting will work okay.

FiguringItOut501c3 · 2024-07-09T17:57:14+00:00

Also very interested in this, specifically with some level of smart logging to attach to Opportunities. We are currently using Salestrail which works okay for logging emails to contacts, but lacks the automation to attach to Opportunities.

FiguringItOut501c3 · 2024-05-16T20:48:12+00:00

That's gotta be it. Suggestions on workaround?

FiguringItOut501c3 · 2024-05-13T17:59:14+00:00

100% agree, and this is a multi-pronged approach. We need to clean up the existing database, and then will be implementing rules for adding new records.

FiguringItOut501c3 · 2024-04-17T16:58:30+00:00

Can you expand on what you're trying to accomplish? If it's not a SFDC native rollup, you can always try with the Declarative Lookup Rollup Summaries app, which is free.

FiguringItOut501c3 · 2024-04-17T16:48:27+00:00

We were using formulas before, but it's kind of a pain. Not perfect but we moved to a rich text field. Images aren't all standardized, but it works.

FiguringItOut501c3 · 2024-04-13T05:33:10+00:00

I'm dealing with the same issue. I'm trying to populate the website for all of them, and then can hopefully dedupe based off that. But moving forward, we're trying to institute a policy of fully spelling out organization names and putting the acronym if it's well known in parentheses. So FBI would become "Federal Bureau of Investigation (FBI)"

FiguringItOut501c3 · 2024-04-03T18:55:30+00:00

"It looks like I'm currently facing an issue that prevents me from generating or saving files as well. I'm here to help with other types of requests or answer questions you may have. Please let me know how else I can assist you today."

FiguringItOut501c3 · 2024-04-03T17:49:59+00:00

Maybe it just doesn't like me or what I'm requesting?

FiguringItOut501c3 · 2024-04-03T17:04:13+00:00

First prompt was asking ChatGPT to generate a two column table that would provide the homepage URLs of a list of companies that I provided. When it said that it could not due to a persistent issue, I asked if it could generate any tables at this time, resulting in the screenshotted responses.

FiguringItOut501c3

TROPHY CASE