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  • 1.  DAF Gifts - American Online Giving Foundation - question

    Posted 07-31-2023 03:41 PM

    This may be sort of a twofold question.  

    1. Do you consider all Benevity (American Online Giving Foundation) DAF gifts?  We have an alum whose husband gives through work and had a matching gift that his work sends to Benevity and they distribute.  We considered it a DAF gift.......
    2. If you do consider it as a DAF - how do you distinguish which gifts are more of wealth gifts - because they have established their own DAF somewhere vs just the smaller pools - do you have further attributes for your DAF's or just look at gift amounts etc.?

    Thanks in advance !  



    ------------------------------
    Paula Eyerman
    Ohio Wesleyan University
    pdeyerma@owu.edu
    ------------------------------


  • 2.  RE: DAF Gifts - American Online Giving Foundation - question

    Posted 07-31-2023 03:55 PM
    Everything coming from American Online (Benevity) is a DAF gift because that is what American Online is - a DAF.

    You cannot simply assume wealth based on the origination of a gift. The key to determining wealth (assets) is better assessed via regular wealth screenings.

    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






  • 3.  RE: DAF Gifts - American Online Giving Foundation - question

    Posted 07-31-2023 04:48 PM
    Thanks John
    I agree with the wealth ratings and we do screenings. 
    My VP just wanted to know how we distinguish which are the donors who have set up their own DAFs through community fdns etc. Vs the benevity type but I agree with what you're saying. 
    Appreciate the input


    Paula Eyerman
    Sr. Assoc. Director, Advancement Operations, Data Specialist
    pdeyerma@owu.edu





  • 4.  RE: DAF Gifts - American Online Giving Foundation - question

    Posted 07-31-2023 05:03 PM
    Some vendors (so I have heard) will tell you who has "their own" DAF. But I don't know if that's useful information. Fidelity, for example, has no minimum donation amount to create your "own" DAF. So even knowing I created a DAF at Fidelity won't inform you about how "healthy" a fund it is!

    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