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Latest Discussion Posts

  • Sylvia, nice to see you! There isn't anything more that needs to be done. We need to remember that when an individual recommends to a donor-advised ...

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    Amending DAF gift

    Good morning, We have a donor who would like to amend their endowment, which is straightforward. However, they also want to change the purpose for their ...

  • Meghan, now that I am back in my office I have an opportunity to find the relevant section of the CASE Standards addressing this topic. Your colleagues ...

  • You probably need to have multiple categories of anonymity. If all you have is on and off, then you cannot share any donor information with anyone period. ...

  • Good morning, I am looking under the best practices and searching archives but was hoping to get some help a bit quicker than that. I'll start with ...