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Single Third Party Invested Funds
I was wondering if anyone had a policy/handbook available that they use for investment managers who have clients that want have the investment manager continue to invest the funds, but the account becomes a charitable fund with the foundation? I know that there are foundations that have gone down this route successfully…
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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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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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Connecting Donors with Funding Opportunities & Community Needs
We are a state-wide community foundation and are frequently contacted by organizations and municipalities throughout the state who have funding needs and have questions about what opportunities our CF offers. In some cases, our community funds or grant programs can meet these needs, but many times we don't have a program…
