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How to Tap Into Donor-Advised Funds

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Price: $99
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Wealthy donors who establish donor-advised funds get immediate tax benefits but can postpone decisions about which charities receive a gift. Many nonprofits worry about the rising popularity of these funds because many donors use them to make anonymous gifts, making it difficult or impossible to build ties with the donors.

To increase your chances of attracting these dollars, join The Chronicle of Philanthropy and community foundation executives for advice on building ties with wealth advisors who counsel donors when they create or augment advised funds. You’ll get tips for raising awareness of your nonprofit among estate lawyers, financial planners, wealth advisers, and people at your local or regional community foundations who help donors find nonprofits to support.

What Will You Learn?
  • How to raise awareness of your nonprofit among DAF owners and community foundation leaders
  • Insights into the motivations and giving preferences of donors who hold these funds
  • How to build ties with financial professionals who counsel those who own donor-advised funds
Who Should Attend?
  • Chief development officers, development directors, and major gifts officers
  • Communications directors and online marketers
  • Executive directors
What Resources Will You Receive?

  Checklist: 5 Ways to Attract Gifts From Donor-Advised Funds

Experts share tips on how nonprofits can get more contributions from DAF owners.

 

Also included:

  • How One Nonprofit Formed a Planned Giving Council and How You Can Too

 
Speakers:
Mark Hefter
Mark Hefter
Associate Vice President

American Technion Society

Christy Butler Eckoff
Christy Butler Eckoff
Director, Gift Planning

Community Foundation for Greater Atlanta

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