Donor Advised Fund Donation recording

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
New Member
Posts: 1
Joined: Tue Mar 10, 2015 10:33 am

Donor Advised Fund Donation recording

Postby juan_hijo » Tue Mar 10, 2015 10:37 am

What is the best way for members donating through a donor advised fund (i.e. Charitable Gift Fund) to have their donations recorded at the local unit?

Normally the donor advised fund sends the check directly to church headquarters. Church headquarters can be hit or miss recording the donation even when the member provides detailed information for themselves and the unit (i.e. member record number, unit and stake numbers, etc.)

Some members may feel awkward heading into a tithing settlement knowing they have paid their tithing but the unit has no record.

Please advise.

Shane Johnson

Community Administrator
Posts: 23746
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Donor Advised Fund Donation recording

Postby russellhltn » Tue Mar 10, 2015 10:52 am

Assuming we're talking about the US, currently that would be cutting a check and sending to the member to turn in with a donation slip.

Or, if the fund will fill out the donation slip, they can mail it and the check to the bishop.

On-line via EFT is coming, but not quite here yet. But I don't think that's going to be available for a third-party (the fund) to do.
Have you searched the Wiki?
Try using a Google search by adding "" to the search criteria.

Return to “Local Unit Finance”

Who is online

Users browsing this forum: No registered users and 1 guest