April 26, 2021
From Jack Doyle, Amergent President
Try out this demo from Fidelity Charitable.
It will show you just how fast and easy your DAF donors can grant you gifts.
- Make a single gift of $50,000
- Then go back and make a scheduled recurring monthly gift with no expiration date
- And go to Your Profile (to the left of Log Out button) — then to Successors tab — and make your NPO the successor beneficiary of the account’s balance
All of the above are suggestions to make to your DAF donors on a regular month-to-month basis.