Discussions

• Please share your current grantmaking strategies - competitive and discretionary!

  61 views 3 comments 6 points Most recent by MissyBelles October 2022Grants & Scholarships
• Do you use variance power in your Agency Fund Agreement?

  22 views 1 comment 1 point Most recent by PattyFreburg September 2022Fund Development
• Sample Template Letter to Donor to reach Minimum Endowed Fund Balance

  Answered 43 views 1 comment 7 points Most recent by MissyBelles August 2022Grants & Scholarships
• Sample Templates to send to Inactive DAF Holders for grantmaking or giving

  81 views 7 comments 2 points Most recent by LaurelShulman February 2022Grants & Scholarships
• Bequest Valuation - Stepped Up or DOD

  41 views 1 comment 2 points Most recent by KaraAdams November 2021Finance & Operations
• Sharing information when working with Fundraisers for Fiscal Sponsorships and Designated Funds

  Answered ✓ 43 views 3 comments 0 points Most recent by MissyBelles April 2021Fund Development
• DAF policy / can you share your daf policy? Also, do you allow DAF holders to request grant reports?

  Answered 51 views 4 comments 0 points Most recent by MissyBelles April 2021Grants & Scholarships
• Spendable Balance for Endowed Funds - checking or invested - Community Suite

  Answered 71 views 1 comment 0 points Most recent by BettieStammerjohn January 2021Finance & Operations