Flag DAF Pay gifts when syncing to Raiser’s Edge
A
Arvindg
DAF Pay gifts are marked Completed as soon as the donor finishes the DAF step on the giving page, and they sync to RE like any other one-time gift. Almabase doesn’t know when the DAF sponsor actually pays out, since that only shows in the admin's Chariot account. As a result, DAF gifts can appear in RE as received before the money arrives.
What we’d like
A clear DAF flag on these gifts when they sync to RE, for example a payment method, gift attribute or reference that marks them as DAF. Ideally there would also be a DAF filter in the Gifts list, so admins can find and batch these gifts separately.
Why it matters
Admins can hold or reconcile DAF gifts against Chariot payouts without tracking them by hand.
RE reporting stays accurate for gift processing and business office teams.
It reduces cleanup during high-volume giving days like Giving Tuesday.
G
Ginu
Hi Arvindg — thank you for sharing this, it’s really helpful context (and I can see how this would create extra reconciliation work, especially during high-volume days). We’re going to take a closer look on our side and will follow up with you as soon as we have an update.