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DAF letters to advisors regarding pledges
Hi. We are looking to update our wordage in our letters to our DAF advisors regarding pledges. Specifically, the United Way pledges. Does any have any examples of their letters that they are willing to share? Thank you in advance!
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Ending grantee relationships, shifting strategies
Hi folks, I'm looking to connect with other community foundation colleagues who have undergone strategy shifts that made significant changes to grant processes (e.g., decreased grant amounts, sunsetting previous grantee relationships that no longer are strategy aligned). We are shifting discretionary resources to…
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Fund Holder Identification
We received an email from a gentleman interested in opening a DAF. We do not recognize the name and he said he would call but he is traveling overseas. We have been communicating via email and he is very interested in starting a fund. I am a little nervous because all of the identity theft and so forth going around these…
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Going Paperless for All Grants
I know this topic was raised at the height of the pandemic but I'm wondering if any other foundations have gone to a paperless grants process. We shifted to paperless for all of our competitive grants processes we manage through GLM but I am wondering about how others are handling their non-competitive grant requests from…
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"Matchmaking" between Donor Advised Funds (DAFs) and nonprofits
Hi all, Our community foundation is moving into a more proactive space of serving our DAF holders, including presenting "matchmaking" opportunities to them with current needs in the community and/or in their grantmaking interest areas (which we've been slowly recording in Raisers Edge over the past few years). We do not…
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Sample Template Letter to Donor to reach Minimum Endowed Fund Balance
Hi all, Would you mind sharing or uploading any template you may have on notices to endowed fund holders (DAFs, Agency, Designated, Scholarship, etc) to share that they have not met their minimum fund balance per policy guidelines, and advice on next steps? Thank you very much! Missy Belles
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Procedure for updating fund record in the event of death of advisor(s) or other life-changing event
Hello, Would you be willing to share your process/procedure on how you document and update aspects to a fund record, in the event of fund advisor(s) death, divorce, or any other life-changing event? Thank you! Sally Hermann St. Croix Valley Foundation
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DAF grants to nonprofits where advisors sit on the board?
Do any foundations prohibit grants issued from DAFs (donor-advised funds) that go to nonprofits where the fund advisor is on the board? What if there are no staff of said nonprofit, so the work of the agency is conducted by the board members? And, what about issuing a grant to the nonprofit if the address of the nonprofit…
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Sample Templates to send to Inactive DAF Holders for grantmaking or giving
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
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Donor Advised Evaluations (2)
The OCCF is in the process of finalizing our first SLM scholarship process. We usually have the scholarship committee score applications and bring those scores to DAF committees for the selection process. How do you easily share the scores with the DAF's? Or do you find another process works better? Thanks for your help!…
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GuideStar Charity Check
Hello, We are brand new to Foundant. If your Charity Check does not pass on a grantee from a donor advised fund, what information do you require from the organization before you allow the grant to be approved?
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DAF policy / can you share your daf policy? Also, do you allow DAF holders to request grant reports?
Hi! we are looking to possibly make some changes in our DAF policy and I am hoping you all could share your DAF policy with us! ☺️ We are especially interested in any policy with regards to the amount of activity in a daf, international grant requests via a US intermediary, DAF holders who request refunds, DAF holders…
