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JulieKlipp

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JulieKlipp ✭✭✭

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JulieKlipp
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Posts
60
Job Title:
Chief Operating Officer
Organization Name:
Community Foundation of Western North Carolina
City, State or Province, Country:
Asheville

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Comments

  • Hi @MaryEllenCenzalli, we enter the QCDs from IRAs as a donation from the individual, not as from the financial institution. But that soft credit idea is an interesting way to handle those! We might consider that instead. For trusts & estates we create a separate organization profile for the estate or trust and connect…
  • Hey Ryan, there's an Idea Lab post for this exact issue. We also have our fund advisors set to the individual profiles (which we think makes the most sense in the event of a death, divorce etc) but couples often give as a household. I don't have a work around but voting on the Idea Lab post might help: