We have a donor who is requesting a refund of two $10,000 gifts that were given 6 years ago via his donor advised fund. Are we correct that the donor needs to place this request with his DAF because the the donor relinquished the funds when they put them into the DAF? The DAF is the legal donor of these two gifts, and it would be up to the discretion and governing policies of the DAF to approve the request and contact my office for the refund.
Has anyone here experienced an issue like this, or have any guidance on how to communicate this with the donor?
I'd appreciate any help. Thank you in advance!