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This document outlines the basics of component funds, field of interest funds, donor-advised funds, and restrictions around these funds.
Community Foundations
Borrego Valley Endowment Fund Sample Policy with “Do No Harm” Approach
Brooklyn Community Foundation DAF Anti-Hate Policy
Community Foundation of the Ozarks Sample Full DAF Policy and Procedures
East Bay Community Foundation Due Diligence Policy FAQ
East Bay…
Imagine the following scenarios:
A donor advisor has not made a recommendation from a donor-advised fund for two years.
An agency has requested that your community foundation not make a distribution from an agency endowment until the agency requests a distribution at some point in the…