elizabethmesserli
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elizabethmesserli ✭✭✭
Reactions
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Re: Universal Fund Agreement
Hi @SallyHermann, We're looking to revise our fund agreements this fall as well. I'm interested in hearing about this idea of a universal template and viewing others' who may use this concept as well… (View Post)2 -
"Matchmaking" between Donor Advised Funds (DAFs) and nonprofits
Hi all, Our community foundation is moving into a more proactive space of serving our DAF holders, including presenting "matchmaking" opportunities to them with current needs in the communi… (View Post)6 -
Re: Application Review Process - Best Practices
Hi @ClaraHansen, We just switched to GLM from using multiple, disjointed systems. We have done the first iterations of our roll-out over the past few months. Just a caution – we’re still figuring out… (View Post)4 -
Re: DAF grants to nonprofits where advisors sit on the board?
Great questions, Tom! We don't currently have such policies, but it's interesting to consider. Looking forward to reading others' responses. (View Post)1 -
Fund liaison assignments for donor stewardship
We are developing a "fund liaison" program at our community foundation to more proactively serve our fund holders and make sure they know their "person" at the Foundation and we c… (View Post)1