Quick Answer: DAF Contributions Report

DAF Contributions Report rolls up Donor Advised Fund gifts by sponsor for fiscal-year compliance review, Schedule B-style thresholds, and preparer exports with review flags. Finance teams spot concentrated DAF giving before Form 990 preparation instead of manual pivot tables on raw gift exports.

Available on Pro and Enterprise alongside the Form 990 Builder Schedule B support. Cross-check totals against Donor Reports and Donation Settlement Report when online DAF gifts flow through card processing. Plus includes standard donor reporting but not this specialized DAF rollup.

Pro or Enterprise recommended for DAF compliance workflows.

DAF Contributions Report

Roll up DAF gifts by sponsor for compliance review and preparer exports.

When to Run It

Before Form 990 prep to validate Schedule B thresholds
When audit asks for DAF concentration by sponsor
After fiscal year close alongside compliance reports

Good to Know

Pro or Enterprise recommended for DAF compliance workflows.

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