Comments
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I think our set up is fairly similar! Group - Fund type; we have quite a few so this area is pretty drilled down & specific. EX. DAF - Legacy - Endowed; DAF - Legacy Fixed Advice; DAF - Express - Nonendowed; etc. Subgroup - We use this as more of an umbrella grouping EX. all Endowed, Nonendowed, Legacy, Field of Interest,…
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We have organizations who hold an endowment(s) with us. We promote those endowed organizations, and also do additional descriptions for those that are leveraging their endowment with a match campaign. We touch on these promoting capabilities in our Nonprofit Endowment Policy, as well as in the establishing meetings for the…
