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Re: How does your organization break down fund groups, subgroups, divisions, and segments?
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 -…4 -
Re: Donations via Donor Portal
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…1
