It seems that the when receiving gifts via a Donor Advised Fund (eg. Benevity) the best practice is to hard credit the Donor Advised Fund account and soft credit the actual donor. However, other than reconciling with finance / accounting when Salesforce is shared by those departments are there other benefits of soft crediting the 'true donor' and hard crediting the third party?
In other words if an org has no plans to share its Salesforce data with accounting, are there any drawbacks to hard crediting the donor who gave to the donor advised fund? It would make fundraising reports and stewardship much easier.
We ran into the back and forth on this for our organization as well. Because we did/do use some rollup fields to generate some tax letters this has the potential to skew the rollups when hard credited, this was the solution I proposed if we do want to hard credit (particularly since that was/is also helpful with the way we calculate and identify LYBUNT donors using HC rollups already too) so that the tax letters are still correct.
We could add a donation filter group that excludes our DAF donations (since we have an opportunity field that indicates that they are such) and apply that as the HC filter group to use for specific NPSP [settings] customizable rollup fields used for tax purposes (and add to the "i" for those fields that those totals do not include any DAF donations).
Hope that this helps!
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