Building Ties With DAF Donors: Where to Start

The number of donor-advised fund accounts in the United States surpassed 1 million in 2020, and grants to charities from the 10 largest DAF sponsors totaled $22.41 billion. That’s roughly double the amount the 10 biggest foundations gave that year.

Yet billions more remain in DAFs, waiting to be funneled to nonprofits. How can your nonprofit find and strengthen ties with supporters who give through DAFs?

Join us for a 75-minute session to get detailed guidance from two experts:

• Doria Leong, head of philanthropic gifts at Guide Dogs for the Blind, which saw DAF giving increase from 50 gifts totaling nearly $30,000 in 2018 to 636 donors who gave nearly $550,000 last year.
• Julie Smith-Bartoloni, associate vice president of donor services and relations, Boston Foundation, which distributed more than $140 million in DAF grants to nonprofits last year from nearly 700 donors.

You’ll learn:

• How to include donor-advised funds in your outreach to attract DAF gifts
• Tips for processing and acknowledging DAF donations properly
• Ways to raise your nonprofit’s profile with fund sponsors and wealth advisers

At the Chronicle we strive to host accessible and inclusive events. This session includes live captioning and ASL interpretation. To request other accommodations, please email copevents@philanthropy.com or call 202-466-1032 by April 14.

Speakers:



Doria Leong
Head of Philanthropic Gifts
Guide Dogs for the Blind

Julie Smith-Bartoloni
Associate Vice President of Donor Services and Relations
Boston Foundation

This session is produced with support from:

Originally Aired: April 21, 2022

This webinar is worth 1.25 CFRE credits.