Summary
This document is a guide that outlines a 60-minute checklist for setting up donor-advised fund (DAF) giving. The objective is to make DAF giving visible, simple, and repeatable within an hour. The checklist is divided into specific time segments, starting with the preparation of essential information, such as confirming the legal name and EIN, and assigning an owner for the checklist. It then details steps to update the donation form by adding a DAF option and a helper line. The guide includes instructions for creating a section explaining DAF grants, setting up acknowledgment emails, tagging in a CRM, and conducting a quick test to ensure clarity. Additionally, it provides copy blocks for various communications, including donation forms and thank-you emails, to facilitate the DAF process. The document concludes with a reminder for a follow-up check to assess DAF engagement.
