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• 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…

  in Gift Entry for Checks from Retirement distributions and from Estates Comment by JulieKlipp September 2022
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