33: Evidence of Donor Education and Participation
Confirming
Reconfirming
The community foundation submits evidence of donor education. Such evidence could include samples of invitations to events where donors have the opportunity to learn about the foundation, such as an annual meeting, seminars, fundraisers, etc. The foundation also submits evidence of donor participation. Examples might include guest lists from educational events, a printout of an electronic calendar showing meetings with donors, and letters from donors responding to educational events.
Key Elements
- Periodic communications between staff/board and donors regarding community issues and opportunities
- A schedule of periodic meetings with donors
- Evidence that information about grants made from unrestricted or field-of-interest funds is provided to donors
- Examples of opportunities for donors to learn about or become involved in activities/experiences that provide exposure to community issues
- Examples of donors responding to donor education activities and becoming involved in community issues and opportunities
Core Materials
Required Documents
- Sample invitations to educational events to learn about the foundation
- Printout of electronic calendar showing meetings with donors
- Letters from donors responding to events
No documents required for reconfirmation.
