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!
I have attached our basic template that we send to inactive DAF holders. Hope this helps!
Thank you Beth!
This is super helpful. Thank you!
Thank you, this is helpful! Is there a custom report that you use to identify inactive funds, and if so, what parameters are you using to get that information? Thanks,
@SallyCross I am not sure what kind of report our Accountant would recommend, but I just look at a Profit & Loss in Quickbooks and include all activity for the last 3 years.
The last grant date field added in the funds custom reports has made the work of identifying these funds so much easier. Thank you Foundant!