Restricting funds committed to multi-year grant agreements
I am looking for input on restricting funds within a DAF which were committed by the donor advisor to a multi-year grant. The fund currently holds $1.3M invested in our long term horizon and $750k has just been committed to a multi-year grant agreement ($250k/yr for the next 3 yrs). The long-term horizon can fluctuate due to riskier investments, therefore I am considering using the "Minimum Checking Account Balance" feature in CSuite to segregate the $750k so that it is not at risk of losing value.
I am curious what other community foundations are doing under these circumstances.