Donor Fund Upon Death Listserv Query
Publication date
6.25.2024
This listserv query shares feedback from community foundations on their policies for donor advised funds created upon death.
Creating named funds for specific causes or entities to meet community needs and donor interests
This listserv query shares feedback from community foundations on their policies for donor advised funds created upon death.
This community foundation listserv query gathers information about creating a pass-thru fund at the bequest of a school district for a PAC fund/levy.
This community foundation listserv query gathers information about the minimum balances needed to start a new fund.
Read answers from the community foundation listserv to the question: for foundations that use a percent of moving average computation to determine spending (e.g., 12 trailing quarters), how do you handle funds that are newer than 12 quarters?