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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 -
Re: DAF policy / can you share your daf policy? Also, do you allow DAF holders to request grant reports?
Thank you so much Laurel ! @LaurelShulman This information is super helpful for our planned revision of our daf policy. We are looking for some sharing in other areas with regards to international gr…2
