Fund Development

Discussion List

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  Drivers and Barriers to Funding for Youth Well-Being: Survey

  Announcement rebeccaboursiquot 26 views 0 comments 2 points Started by rebeccaboursiquot November 21
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  Who (platform) have you used to do a "text to donate" at your event/gala?

  JanetAnderson 16 views 1 comment 3 points Most recent by KaraAdams November 18
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  New Donor Report

  MarieFelver 12 views 0 comments 1 point Started by MarieFelver November 18
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  What are a few of your year-end giving tips and tricks?

  Kellieutzinger 43 views 0 comments 1 point Started by Kellieutzinger November 2
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  Universal Fund Agreement

  SallyHermann 92 views 2 comments 1 point Most recent by TheresaErickson October 17
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  Sharing Fund info (not permissions) with non-Advisor family/descendants?

  LauraMalone 1 view 0 comments 0 points Started by LauraMalone October 5
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  Do you use variance power in your Agency Fund Agreement?

  MissyBelles 21 views 1 comment 1 point Most recent by PattyFreburg September 13
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  Giving Days

  ReneeCouser 22 views 0 comments 6 points Started by ReneeCouser August 29
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  Fundholder services/stewardship

  KatharineKillen 14 views 0 comments 1 point Started by KatharineKillen August 25
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  How have professional advisors impacted your development strategy? [Coffee Talk]

  Answered ✓ MargaretOwenSpiak 161 views 2 comments 10 points Most recent by KentWeimer August 10
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  New offering: Boost your email efforts in 5 minutes a week- for free!

  EphraimGopin 12 views 0 comments 2 points Started by EphraimGopin July 19
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  Mind the GAP – how gift acceptance policies make you the superhero!

  KentWeimer 12 views 0 comments 2 points Started by KentWeimer July 15
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  Unique situation for donors

  Answered CarrieMiller 52 views 4 comments 10 points Most recent by KentWeimer July 15
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  Procedure for updating fund record in the event of death of advisor(s) or other life-changing event

  Answered SallyHermann 91 views 1 comment 3 points Most recent by andriabaker June 29
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  Leveraging Donation Portal to Support Fundraising Efforts

  SidneySuttles 83 views 3 comments 6 points Most recent by LaurelShulman May 6
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  Fund liaison assignments for donor stewardship

  elizabethmesserli 31 views 1 comment 1 point Most recent by LaurelShulman May 3
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  Community Indicator Reports

  elianapritchett 92 views 7 comments 12 points Most recent by monikacollins April 14
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  Adjusted Follow Up Form Collecting photos and messages (Coffee Talk)

  AlyseBraaten 83 views 5 comments 8 points Most recent by JenniferCooke March 8
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  Connecting Donors with Funding Opportunities & Community Needs

  SidneySuttles 31 views 1 comment 3 points Most recent by BethNuttall February 7
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  Bequest Best Practices

  elianapritchett 132 views 8 comments 4 points Most recent by kathleensayce January 18
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  Coffee Talk: Annual Report planning starts now! Strategies to tell meaningful stories year after

  [Deleted User] 61 views 2 comments 4 points Most recent by BrittanyTimmons January 6
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  Five Creative Virtual Fundraising Ideas

  KaraAdams 11 views 0 comments 0 points Started by KaraAdams December 2021
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  Have any of you celebrated financial milestones at your Foundation?

  Answered MarshaPope 11 views 1 comment 1 point Most recent by TomWickersham November 2021
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  Family Foundation - Unrestricted DAF

  KarenWolf 11 views 0 comments 1 point Started by KarenWolf September 2021
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  Looking for how to's and tips re beginning Professional Advisor engagement

  LornaSandberg 11 views 1 comment 3 points Most recent by KentWeimer September 2021
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  Coffee Talk: A Goal, a Path, and a Mission: Communications Planning at Your Foundation.

  LisaRupple 81 views 4 comments 6 points Most recent by GennaFreed August 2021
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  Identifying Volunteer Stewards

  MichelleCollins 22 views 1 comment 1 point Most recent by jessbarrie August 2021
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  Field of Interest Fund

  KarenWolf 62 views 2 comments 1 point Most recent by KarenWolf July 2021
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  Does anyone have an example of a Donor Survey or Donor Intake Form that they are willing to share?

  Answered ReneeCouser 101 views 4 comments 1 point Most recent by elizabethmesserli May 2021
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  Impact reporting for donors

  SallyGillespie 43 views 0 comments 2 points Started by SallyGillespie May 2021