Compass is a resource for anyone who works in or supports the philanthropic sector. Invite a friend or colleague to join the conversation, and add the Referral Badge to your profile!

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

KaraAdamsMikedeHilsterDebbieStanton
Sign In or Register to comment.