Donor Advised Funds and Annual Report

Veronica Adams

Hello

We have several gifts from Donor Advised Funds and we are trying to figure out how to recognize these gifts in our annual report.

Do we recognize the Donor Advised Fund and the donor who recommended the gift our just the Donor Advised Fund?

Teri Chadwick

I've always done both the entity and the individual. If you for some reason are forced to choose, go with the individual. Fidelity doesn't give you the gift, your donor does!


Good luck,


Teri

Spring Velazquez

We've always listed the individual because they really are the one driving the gift and the ones who need to be stewarded. If it weren't for them, the DAF gift wouldn't have happened and our annual reports are all about stewardship. However, we also have a separate section for Charitable Funds, Matching Gift Companies etc. where we will simply list all of the organizations alphabetically thanking them for providing additional ways to give to these folks.

Laura Salfen

What is the donor preference? Would they prefer to be listed as individuals (ie. Dr. and Mrs. Robert C. Hernandez) or as whatever they call their DAF (ie. The Robert C. Hernandez Family Charitable Fund) or both? 


I like the idea of having a separate section for Charitable Funds and Matching Gifts- good to let donors (and prospects!) know how they can give!

Angela Tuttle

We recognize both, however if its a named DAF as mentioned below we would follow donor preference.