Sample Templates to send to Inactive DAF Holders for grantmaking or giving
MissyBelles
Posts: 44 ✭✭✭
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I have attached our basic template that we send to inactive DAF holders. Hope this helps!
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Thank you Beth!
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@nataliasiegel :-)
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This is super helpful. Thank you!
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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,
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@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.
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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!
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