DAF Internal Grant LYBUNT/SYBUNT Reporting (Internal Grant Activity)
We are looking for enhanced reporting capabilities for Donor Advised Funds (DAFs), specifically around LYBUNT/SYBUNT-style tracking based on internal grant activity rather than donations.
Currently, it is difficult to:
-Identify DAFs who gave (via internal grants) last year but not this year (LYBUNT)
-Identify consistent vs. lapsed DAF grant activity over time
-Create clean rollups at the fund/advisor level without significant manual work (often requiring Excel exports)
Use Case:
Foundations want to proactively engage fund advisors who may have lapsed in their granting activity, similar to how LYBUNT/SYBUNT is used in traditional fundraising.
Suggested Functionality:
-Native LYBUNT/SYBUNT filters for internal grants
-Ability to group/report at the fund advisor or fund level
-Time-based comparisons (year-over-year granting activity)
-Easier rollups without requiring manual exports or workarounds
This would significantly improve stewardship and outreach efforts for DAF holders.
Mark Bejcek
shared this idea