Hi all! Would you mind sharing your letter or notice template that you send to inactive DAF holders to let them know that they have not made a grant /donation for awhile that reminds them of your policy on that subject? Thank you very much!
Missy Belles
Comments
I have attached our basic template that we send to inactive DAF holders. Hope this helps!
Thank you Beth!
@nataliasiegel :-)
This is super helpful. Thank you!
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,
@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.
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!