DAF checkbox on Offline Transactions
Grey Poodle
To incorporate something into the manual process that stops people from entering DAF manually, or perhaps a checkbox in the manual entry that says "this payment was not directly from the donor" (that then changes the language to be applicable to DAF donations)
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Tricia Vos
To further this request, additional options should also be added to annotate offline transactions that are entered manually such as donations received from: IRA, DAF, Company Match, etc. While technically those are donations by check, it would be nice to be able to associate a company match or DAF with a specific donor even when they are not the person who technically receives a tax receipt (those donations are on their behalf).
M
Mo Maloney
agree