Fund Development

A collection of listserv responses on best practices with non-endowed DAFs (donor advised funds), including fees and the minimum to start the fund.

This resource provides a comparative overview for philanthropists considering various giving options. It covers direct contributions, community foundation-based funds, donor-advised funds, starting a foundation, as well as frequently asked questions about making contributions and options for estate and planned giving.

Build critical development skills and gain an in-depth understanding of your vital community foundation role in donor services, development and fundraising through this four-part learning series.

At the 2024 Philanthropy Ohio Community Foundation Leaders gathering, attendees wanted to know more about fee structures for funds held by Ohio community foundations. Philanthropy Ohio launched a very short survey to provide members with this information and research, and the results can be downloaded from the Excel link.

This listserv query shares feedback from community foundations on their policies for donor advised funds created upon death. 

This community foundation listserv query gathers information about the use of flow-through or pass-through scholarships in a similar fashion to ones used for a special community project.

Discover answers to your frequently asked questions involved in managing component funds and fund agreements over time in this webinar recording.

Read answers from the community foundation listserv to the question: for foundations that use a percent of moving average computation to determine spending (e.g., 12 trailing quarters), how do you handle funds that are newer than 12 quarters?