Articles 1-4: Open ArchitectureTM
To assist your organization in understanding the issues regarding donor advised fund arrangements, Open Architecture™ arrangements and the present-day charitable environment we provide the following series of timely articles and reports.
* All articles are available in PDF Format to download.
PDFs require Adobe Reader version 5.0 or later |
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| 1 |
Open Architecture™
At Issue: Donor Confidence
In this article, we will explain Open Architecture™— how it works, why it is important for community-based charities to offer this arrangement (given the realities of current philanthropy) and how Open Architecture™ should be implemented to ensure that the community-based charities are meeting the highest levels of compliance for their donors. (29K PDF)
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| 2 |
Open Architecture™
Should All Community-Based Charities Offer Donor Advised Funds?
With the widespread availability of donor advised funds, what will be the impact on charitable gifts to endowments? Why should community-based charities consider offering donor advised funds? (30K PDF)
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| 3 |
Open Architecture™
Stewardship and Donor Advised Funds
This article discusses how to steward your donors in this era of philanthropy. It highlights why community-based charities should be trustees of donor advised funds featuring Open Architecture™ and why the future funding needs of community-based charities should not be reliant on investment company foundations. (24K PDF) |
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> Now *
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| 4 |
Open Architecture™
Say "Yes" to Major Donors
There are times when a community-based charity may have to say "No" to a potential donor. "No, we cannot accept the gift of your old gas station property because of the environmental issues involved," or "No, we cannot set the income interest on your charitable remainder trust at 15%." An overly restrictive gift acceptance policy could be construed as a "No." Not offering donor advised funds with an Open Architecture™ arrangement is another way of saying "No" to many of your major donors. (29K PDF)
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