Add "DAF - donor advised fund" as a Payment Method Option for Manually Entered Donations
complete
J
Jonathan
Currently, when entering offline donations manually in Zeffy, the available payment method options include: Cash, Check, In Kind, Stocks, and Other.
It would be great if the option "DAF" could be added to the drop-down menu so that we can correctly classify and report on donations received via this channel.
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Michel (Product @Zeffy)
Good news, this is now available! 🎉 When you log a payment manually, you can now pick "Donor-advised fund (DAF)" as the payment method. This is available for US organizations.
Michel (Product @Zeffy)
updated the status to
complete
G
Geneviève
Soft credits would be extremely helpful as part of DAF payment method, so we can track to the donor, but it is marked as no tax receipt.
J
Jonathan
It's critical that we track DAF donors separately, because DAF donors need to be managed differently than cash/CC donors. Nearly 40% of our foundation's donations so far have come from DAFs. It seems like a pretty significant oversight in your 'Payment Method' categorization to leave out DAFs, considering how much giving today is done via DAFs. Is there a reason you can't just fix this right now? How difficult is it to add one item to a drop-down? As a sole volunteer, anything you can do to make my life a tiny bit easier is deeply appreciated. I suspect many others may feel the same way. Thank you 🙏