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!

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Sierra Rosen

Executive Director of Planned Giving, Brown University

Sierra Rosen is the Executive Director of Planned Giving at Brown University, where she oversees the planned giving team for the institution. With over a decade of experience in planned giving, she previously ran programs at Harvard Business School, Northeastern University, and Wellesley College. In addition, she served as a Trial Attorney through the Committee for Public Counsel Services in Essex County, Massachusetts. Sierra has an MS in Taxation from Northeastern's D'Amore-McKim School of Business, a JD from Northeastern School of Law, and an undergraduate degree from Gordon College.


Leveraging Donor-Advised Funds
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