Savvy Ways to Land DAF Gifts In 2021

Name: Savvy Ways to Land DAF Gifts In 2021
Brand: COP
SKU: COP-W-SWLG-21-1-F
Price: 89.00 USD
Availability: InStock

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Giving to donor-advised funds soared amid the crises of the past year – and so have the sums flowing out of them as wealthy Americans seek to help nonprofits meet numerous challenges.

Because the money in these accounts is already set aside for charitable giving, DAFs can offer a steady source of donations even in a turbulent economy. But it can be tricky to identify and build ties with those who hold DAFs.

How can your nonprofit tap into this form of giving?

Join us to learn from nonprofits that are connecting with these donors — even during social distancing — and inspiring larger gifts over time. In this 75-minute session, you’ll learn from two executives at the Jewish National Fund: Matt Bernstein, head of planned giving, and Russell Robinson, CEO. They’ll explain how to craft appeals to attract these gifts, promote this form of giving in your communications, and nurture these valuable supporters — virtually. Plus, you’ll get tips for tracking these contributions, so you can personalize future outreach.

Amy Ragan, chief development officer at the Houston Food Bank, which has nearly 3,400 DAF donors will explain how to identify supporters in your database who hold these accounts, encourage these gifts from key contributors, and connect with financial advisers and fund sponsors to help your organization get on the radar of account holders. She’ll also explain how to properly acknowledge these gifts and recognize donors in meaningful ways.

What will you learn?

How to include DAF gifts in your outreach and attract these donations
Creative ways to thank DAF supporters, deepen ties, and boost giving during social distancing
Tips for connecting with wealth advisers and fund sponsors to get the attention of DAF donors

SPEAKERS: