Leveraging Donor-Advised Funds

Recorded On: 07/29/2021

OVERVIEW

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.

This webinar is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

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

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.