Tag: DAFs

The policies linked below are referenced in our Donor Advised Handbook and are here to support you in setting up a fund. Click on the links below to open a policy in a new tab on your browser. For any questions regarding these policies or for inquiries about Donor Advised Funds, please contact us at 805-543-2323 or email info@cfsloco.org.

• Administrative and Investment Fees Policy
• Confidentiality of Donor Records Policy
• Donor Advised Fund Policy
• Donor-Initiated Fundraising
• Fund Activity Policy
• Gift Acceptance Policy
• Investment Policy Statement 2022
• Real Estate Foundation Gift Acceptance Policy
• Spending Policy 2023