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#DAF2 discussing

Hi all, 

Is anyone here part of a foundation that sponsors DAFs?  

I don't mean accepting donations from DAFs,  but rather you manage the fund and send out the donations.   

I'm brainstorming how you can set up records when someone opens a DAF with an organization---while also not confusing that with how DAF donations are managed.   

 

A new record type? A whole new DAF object? 

Any thoughts?  

 

Thanks in advance! 

 

#NPSP  #DAF  #Foundations

2 answers
  1. Oct 8, 6:09 PM

    Thanks Usman.  I'm actually referring to us being the DAF sponsor, not grant recipient but these are also helpful.

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5 answers
  1. Aug 14, 2024, 1:44 PM

    Sorry if too obvious, but why use Classy at all?  Can't Salesforce NonProfit Cloud handle it all?

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