Customize Grant Letters for Donor Advised Funds

Faith Krueger

Hi All,

We are brand new to Blackbaud. 


Would any of you use customized grant letters?  We have a number of grant transmittal letters (check, ACH, wire) and we are struggling a bit.  If so, can you please reach out to either myself (Faith Krueger) at fkrueger@cfnj.org 973.267.5105 or my colleague, Jordan Glatt at jglatt@cfnj.org at 973.828.2953.  In advance, thanks for any support you can provide.  It would be greatly appreciated.  


If you have any template for guidelines for data entry, that too would be appreciated.  Trying to avoid duplication of constituent and vendor records.  Again, thank you in advance.

Heather Pauli

Regarding customizing a letter to acknowledge receipt of a grant: If the company facilitating the DAF provides contact information for the recommending donor, we send a general Thank You acknowledgment letter to them (minus any tax receipt language, as they should have been provided the tax paperwork when the DAF was originally funded.) This is usually hand-signed by a C-level staffer that can determine if the letter should be amended to incorporate any special language particularly applicable to the donation prior to the acknowledgment getting mailed out.


As for data entry, again if the facilitating company provides the name and address of the recommending donor, we enter the gift under that party and soft-credit the company. If no information is provided for the originating donor, we enter the gift under the company record and reference the fact that no donor information was provided at the time of the donation.