Hi, Our foundation is looking to expand our fund offerings to include a Family Foundation (essentially a Unrestricted DAF). The option has been requested by two different families who wish to establish a fund over $1 million and grant out based on a grant and/or RFP cycle. The fund would have high influx of the principal…
We are looking for ideas, and resource samples - if you are willing, regarding Professional Advisor engagement. We don't have a formal "program" but would like to begin reaching out to Advisors to form partnerships. Can you share any info re the below? Your answer may fit in several of questions - just posing the questions…
