In this episode of Office Hours, Steve Drost and Will Kaplan from the Quivr team dive into a unique challenge posed by one of our users: how to track donor-advised fund contributions and related tax planning in Quivr CRM. We explore practical, out-of-the-box solutions using Quivr’s task templates, custom reports, and even custom objects for more complex needs. Whether you're a new or experienced Quivr user, this session provides useful tips for improving efficiency in tracking important client data. Watch now to see how Quivr can help your practice run smoother!