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Nearly 70% of survey respondents said they have a written policy to activate dormant DAFs after the passage of a predefined, agreed upon period of time without the recommendation of a grant by a DAF holder. It’s expected that some portion of the 24% of survey respondents that didn’t respond to this…
Nearly all survey respondents said they would, at minimum, attempt to contact the holder of a dormant DAF to encourage them to activate their fund. Follow-up steps are varied but commonly include distributing the fund in alignment with the donor’s original stated intent or transferring the fund to…
Every community foundation that said they take action to activate dormant DAFs do so after no more than five years without fund activity, and 85% of respondents said they take action after three years. In cases where the time horizon may extend beyond five years, it will typically be a case of the…
Legacy and Multi-Generational Giving
Join us for our first Donor Services Virtual Meet-Up of 2025! We will focus our conversation on learning strategies from peers in navigating Multi-Generational Legacy Giving.
Join fellow community foundation donor services staff for a collaborative…
A community foundation’s operating model can vary in several ways based on the context in which it operates. Important factors include the needs and expectations of the community foundation’s donor base, which sectors drive the regional economy and how the community foundation is connected to them…
While administrative fees assessed on donor funds will nearly always provide most of the revenue needed to support operations, direct fundraising from individual donors, internal distributions from the community foundation’s operating funds, and fee for service revenue provide additional support.…
In this time of extraordinary disruption for our nation, the stakes have never been higher for those of us working to advance the greater good. The suspension of federal grants and foreign aid, along with the dozens of executive orders curtailing the independence of nonprofits and corporations,…
The Council is hosting a series of monthly Member Policy Briefings as a forum for philanthropic leaders to navigate the shifting landscape. This briefing is exclusively for leaders from fiscal sponsors and intermediary grantmakers, including CEOs and general counsels to stay informed and exchange…
The Council is hosting a series of monthly Member Policy Briefings as a forum for philanthropic leaders to navigate the shifting landscape. This briefing is exclusively for leaders from fiscal sponsors and intermediary grantmakers, including CEOs and general counsels to stay informed and exchange…
Nancy Jost is the early childhood coordinator for West Central Initiative, a regional community foundation that serves nine counties in West Central Minnesota, and is a member of the Council on Foundations.