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Opening a DAF

Currently we use DocuSign to open a DAF and email. Most financial institutions that have a DAF product can be opened online.
Can a process similar to GLM/SLM be used to open a DAF especially since DocuSign is being integrated. This would be helpful for opening all types of new funds.

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Sybil Elie shared this idea  ·   ·  Report…  ·  Admin →
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  • Chandra Brubaker commented  ·   ·  Report

    @Michelle, Why do you think it may be complicated curious to know your thoughts.

  • Madison Leighty commented  ·   ·  Report

    If this is implemented, I'd like to see it include a staff review component so that information entered by donors can be followed up on or corrected before the fund is fully opened for grantmaking and investment. Agree that the process of opening funds and writing fund agreements could be more integrated.