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  • 1.  DAF gift not recommended by a donor

    Posted 03-08-2023 10:01 AM
    We just received a gift from Fidelity Charitable Gift Fund with the note, "This grant is being distributed by Fidelity Charitable, not recommended by a donor, and may be used where it's needed most." The giving account name is Anonymous.

    This is a new one for us. Has anyone seen that "not recommended by a donor" language before?

    --
    Patrick J. Buckley
    Director of Stewardship & Operations
    Holderness School
    Plymouth, NH
    603-779-5223
    www.givetoholderness.org


  • 2.  RE: DAF gift not recommended by a donor

    Posted 03-08-2023 10:13 AM
    Yes. It's Fidelity's way of protecting the anonymity of an individual. However, it is up to your institutional policy whether you will accept any gift without knowing who leveraged it.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Original Message


  • 3.  RE: DAF gift not recommended by a donor

    Posted 03-08-2023 10:22 AM
    Thanks John! That makes perfect sense.

    --
    Patrick J. Buckley
    Director of Stewardship & Operations
    Holderness School
    Plymouth, NH
    603-779-5223
    www.givetoholderness.org



    Original Message


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