When a donation is received via a trust or as a royalty or residual income when a donor who designates the non-profit as the beneficiary, who is the donor? It seems to me that like a donor-advised-fund donation, the person we think of as the donor would be an influencer who gets soft credit but that the trust or the company paying out the royalty is the actual donor. If this is, indeed, the case, in which situations is the deceased person the actual donor rather than an influencer?
2 Antworten
@Zach Underwood: Thanks! That's helpful! We assign hard credit to the party that gets tax acknowledgment, so we'll do so for the payment entity and give soft credit to the deceased donor.
