Gone DAFFY- how we screw up the DAF.
There's no way around it. We gotta laugh at the fact that billions of dollars are sitting in donor advised funds (DAFs) and not going to charities - or else we'll cry. And how are we reporting, stewarding and tagging them in our database?
👊Punchline: Due diligence is key when working with DAFs, just like it is with any gift. Be conscious of a third party involved in the relationship, watch those signals and align data accordingly. It just might signal your next major gift or planned giving donor.
10 сен 2024