Donor Handbook

JesikaEllisJesikaEllis Posts: 151 ✭✭✭
First Compass Anniversary 5 Up Votes 5 Likes First Comment
edited October 2023 in Fund Development

Does anyone have a Donor Handbook or collected materials you could share? This would be specifically for stewardship of new fundholders - something you may provide them that explains fund administration services, policies, fund statement examples, how to fundraise for their fund, an outline/timeline of how/when funds reach granting eligibility, and an endowment 'calculator' spreadsheet or tool that helps donors conceive of how to grow their fund to the goal (whether asset or grantmaking) they desire?

NOT looking for a donor solicitation handbook (although I always love to see others' materials for that purpose, too!)

Thanks in advance.


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