101: Fundamentals of Donor-Advised Funds

Recorded On: 07/29/2021


A donor-advised fund (also known as a DAF) is like a charitable investment account that allows individuals to support organizations they care about while taking an immediate tax deduction. These funds, which have been growing in popularity in recent years, offer new opportunities for both annual and major giving programs to engage donors. By understanding how DAFs work, gift officers are better equipped to explain these opportunities and help donors to achieve their philanthropic goals.

Register now to learn how to leverage DAFs to enhance your fundraising efforts.

This webinar is eligible for 1.25 points of CFRE credit.


  • Perspectives for understanding the rules and mechanics of DAFs
  • Guidelines for identifying prospective DAF donors and gift opportunities
  • Tactics for promoting DAFs through appeals and other communications
  • Tips for stewarding DAF donors and evaluating your efforts
  • Examples from other institutions, and more!

Prefer to pay by check? Complete this form and we'll send you an invoice.

Sierra Rosen

With over 20 years of experience in educational fundraising, Sierra has led programs at Brown University, Harvard Business School, Northeastern University, and Wellesley College. Her other experience includes work as a Trial Attorney for the Committee for Public Counsel Services. Sierra has an undergraduate degree from Gordon College, an M.S. in Taxation from Northeastern's D'Amore-McKim School of Business, and a J.D. from Northeastern School of Law.


Fundamentals of Donor-Advised Funds
Select the "View On-Demand Recording" button to begin.  |  75 minutes
Select the "View On-Demand Recording" button to begin.  |  75 minutes