How would you relate a foundation that manages a donor's money to the donor in NPSP? The donation is from the contact, but the donor has a company/foundation that manages their money for them, so sometimes the checks will arrive under the foundations name and sometimes under the Contact's name, but it is the contact giving the donation. How do you insert this relationship into NPSP?
@Nonprofit Success Pack@Salesforce.org System Administrators@Nonprofit Get Started Hub
@Ben Rosenthal, the reason we struggle with Benevity, which, I think matches @Rachel Regan 's concern, is that Benevity processes the payments through a partner 501c3 as a "Partner Advised Fund". Benevity issues a tax receipt in that partner's name.
From a tax / legal perspective I'm really not sure if that means we have to treat them like a DAF. From talking to multiple people at Benevity on the phone last week, I'm pretty sure they don't know the answer either. We're going back to our auditors for an opinion on it.
