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Electronic Fund Agreements - Establishing New Funds

LeeannNapoleonLeeannNapoleon Posts: 3
Conversation Starter CSuite
edited March 22 in Finance & Operations

Hello - have any foundations transitioned to electronic fund agreements for on-boarding new donor advised funds? I'm considering different options like DocuSign and appreciate any recommendations or lessons learned anyone has to share. Thank you, Leeann

KaraAdams

Answers

  • AnnButterfieldAnnButterfield Posts: 11
    Wine Connoisseur Second Compass Anniversary Photogenic 5 Likes
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    Hi Leeann,

    We moved to DocuSign for our new Fund Agreements starting in 2020 when we went to remote work. Now that we are back in the office at least a few days a week, we will prefer live signatures, but will continue to use DocuSign when most convenient for the donor.

    Ann

    Community Foundation Sonoma County

    madisonthompsonLeeannNapoleon
  • KaraAdamsKaraAdams Posts: 555
    Voter 250 Likes 100 Comments U.S.A.
    admin

    Hi @LeeannNapoleon! Here are some other discussions in the search results that mention Docusign and may be helpful for you!

    Kara

    Community Manager

    madisonthompsonLeeannNapoleon
  • JulieKlippJulieKlipp Posts: 75
    Voter 100 Likes 5 Answers 10 Comments
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    When we went fully remote in 2020 we looked at AdobePro and Docusign as options for electronic signatures on Fund Agreements. Docusign seemed more user friendly and a better known platform. We chose Docusign and have used it for the last two years. We've used it for several other signature needs like annual conflict of interest forms. It's been great.

    madisonthompsonLeeannNapoleon
  • LeeannNapoleonLeeannNapoleon Posts: 3
    Conversation Starter CSuite

    Thank you, All - I appreciate the feedback and insight.

    KaraAdams
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