EX. Mr and Mrs. Jones uses Schwab Charitable (DAF) to give through their family foundation known as the Jones Family Foundation. How do you log that as an opportunity? Which account should be used to log the opportunity?
We have donor advised fund as an opportunity record type, with type options "restricted", "unrestricted" and "unknown" available (most are unrestricted). We set the owner of the DAF as the account on the opportunity and by default the primary contact of the account is the primary contact of the opportunity. We also create an account for the DAF (account record type as "organization" and type as "DAF") which has a parent account of Schwab, Fidelity, etc. This is then entered as the affiliated account. We usually receive the notification and the check together, and the check date is entered as the donation date and the date the check was deposited is entered as the close date. Setting it up this way easily allows us to generate acknowledgement letters along with the others for the household, although our template is slightly different for DAFs, in that it excludes tax verbiage. So in your example our opportunity would look like this:
Opportunity
Account: Mr and Mrs. Jones
Primary Contact: Primary contact on account
Affiliated Account: Jones Family Foundation (which itself has a parent account of Schwab)
I should mention that we don't fully utilize OCR, so this might not work for an org that does.
