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In this situation we'd deposit the donation directly into the intended fund and not route it through their DAF. However, I might reach out to the fundholder to explain the process of making an interfund transfer as its possible they didn't know that was ...
Hi Kathryn, I am now looking for similar training resources - did you end up finding anything for your staff? Thanks! ------------------------------ Suzanne Rees Operations & Development Manager Community Foundation of Teton Valley ---------------- ...
Would love to see how other community foundations are responding (in any way), and if you see this as a moment to welcome disaffected Fidelity/Vanguard DAF holders. ------------------------------ Liane Stegmaier Chief of Staff Brooklyn Org -------- ...