How does my client grant from a donor-advised fund?

The easiest way to request grants from a donor-advised fund is through the Community Foundation’s portal. In most cases, your client will request grants via the Foundation’s portal. As the fund’s investment manager, your client may permit you to submit grant requests on their behalf.

To request a grant, we will need to know:

• Name, city and state of the grant recipient
• Amount
• Purpose of the grant (if not known, will default to “area of greatest need”)
• If the fund name will be included with the grant payment
• If the donor’s name and contact information will be included with the grant payment

Please note, grants are not paid directly from the donor-advised fund’s investment account. The Community Foundation will process grant payments from the fund’s liquidity account, and a representative from the Foundation will contact you when it’s time to move cash to the liquidity account.