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Please share your current grantmaking strategies - competitive and discretionary!
Hi! We would like to hear more about what other folks are doing currently with their discretionary grantmaking funds (FOI & unrestricted) this coming year: 1. Grant area priority areas, e.g. disaster response, human services, childcare, arts & culture, environment, education, affordable housing, etc. 2. Purpose of grants,…
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Do you use variance power in your Agency Fund Agreement?
Hi all! We are having some conversations with our auditors about agency funds and I would love to have you fill out this little survey asking if you use variance power language in your agency fund agreements - thank you so much for filling out this survey! Missy Belles Gifts & Grants Administrator Whatcom Community…
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Sample Template Letter to Donor to reach Minimum Endowed Fund Balance
Hi all, Would you mind sharing or uploading any template you may have on notices to endowed fund holders (DAFs, Agency, Designated, Scholarship, etc) to share that they have not met their minimum fund balance per policy guidelines, and advice on next steps? Thank you very much! Missy Belles
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Sample Templates to send to Inactive DAF Holders for grantmaking or giving
Hi all! Would you mind sharing your letter or notice template that you send to inactive DAF holders to let them know that they have not made a grant /donation for awhile that reminds them of your policy on that subject? Thank you very much! Missy Belles
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Bequest Valuation - Stepped Up or DOD
Hello! Can you tell me what your auditors recommend for valuing a probated noncash gift, such as stock? From what I understand you can do a stepped up value or a date of death value. Thank you! Missy Belles Whatcom Community Foundation
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Sharing information when working with Fundraisers for Fiscal Sponsorships and Designated Funds
Hello! Can you tell me how your community foundation handles sharing donation information for designated fund holders (e.g. outside giving to funds for designated organizations) and fiscal sponsor fundraising specialists? Do you allow fundraisers and designated beneficiary organizations write thank-you's for gifts made to…
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DAF policy / can you share your daf policy? Also, do you allow DAF holders to request grant reports?
Hi! we are looking to possibly make some changes in our DAF policy and I am hoping you all could share your DAF policy with us! ☺️ We are especially interested in any policy with regards to the amount of activity in a daf, international grant requests via a US intermediary, DAF holders who request refunds, DAF holders…
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Spendable Balance for Endowed Funds - checking or invested - Community Suite
Hi! I am the Gifts & Grants Administrator for Whatcom Community Foundation and am curious if you all keep your endowed Donor Advised Funds' spendable balance in checking or do you have it invested with an "investment strategy" in Community Suite? We are trying to figure out the benefit to keeping it in checking if the…
