Foundant's Community for Philanthropy
Does anyone have a checklist or process to share regarding internal due diligence and process steps for changing fund types? We have fund holders with Donor Advised Funds who have relinquished their right to advise on the DAF and requested that it be used to support either operations or grantmaking. At that point, it…
Hello - have any foundations transitioned to electronic fund agreements for on-boarding new donor advised funds? I'm considering different options like DocuSign and appreciate any recommendations or lessons learned anyone has to share. Thank you, Leeann
