Hello experts,
Recently I saw someone with a similar question, but now I cannot find it in the postings. Does anyone have experience with private label donor advised funds through an investment institution, such as MorganStanley Gift? Or is anyone managing donor advised funds in house at your Foundation/organization? There was a time when development leadership thought it would be a good idea to offer donor advised funds as a vehicle for donors to support our Foundation. Over time, the management of these funds and the money held in them was transferred over to an third party "private label" investment institution. But these are still generating questions and confusion for our development officers and Finance team. Looking for some brains to pick. Thank you!
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Nancy Vinje Jones
Director of Gift Administration & Reporting
Ball State University Foundation
nvinjejones@bsu.edu------------------------------