-
Bequest Valuation - Stepped Up or DOD
Hello! Can you tell me what your auditors recommend for valuing a probated noncash gift, such as stock? From what I understand you can do a stepped up value or a date of death value. Thank you! Missy…2 -
Re: Sample Templates to send to Inactive DAF Holders for grantmaking or giving
Thank you Beth!1 -
Sample Template Letter to Donor to reach Minimum Endowed Fund Balance
Hi all, Would you mind sharing or uploading any template you may have on notices to endowed fund holders (DAFs, Agency, Designated, Scholarship, etc) to share that they have not met their minimum fun…7 -
Sample Templates to send to Inactive DAF Holders for grantmaking or giving
Hi all! Would you mind sharing your letter or notice template that you send to inactive DAF holders to let them know that they have not made a grant /donation for awhile that reminds them of your pol…2 -
Re: DAF policy / can you share your daf policy? Also, do you allow DAF holders to request grant reports?
Thank you @KarenWolf !!1
