Donor-Advised Funds: The Basics

Join the Chronicle of Philanthropy and our expert guests for a thorough overview of donor-advised funds, including:

• basic terms and concepts all fundraisers should know
• the different types of organizations that sponsor them
• their impact on charitable giving and
• insights into the donors who set up these funds.

You'll also learn how to prepare your back office to accept and process these gifts and gain an understanding of how money from these funds can and cannot be used.

Plus, you'll hear directly Rachel Earl, chief development officer at St. Labre Indian School in Montana, who increased revenue from DAFs by 30 percent in the past year. Earl will explain how to update your communications and fundraising strategy to include donor-advised funds, so you can attract more gifts. She'll also share real-world examples to demonstrate how to incorporate DAFs into donor communications and fundraising appeals.

Don't miss the chance to get guidance from, and ask your questions directly to, fundraising consultant Aggie Sweeney, senior counsel at Campbell & Company, who has advised scores of nonprofits over many years.

What Will You Learn?

• Ways to include DAFs in your fundraising strategy, communicate with donors, and attract gifts
• What can and cannot be done, by law, with money from these funds
• How to update your back office to process these gifts accurately

Who Should Attend?

• Chief development officers and development directors
• Major gifts officers and other fundraising professionals
• Executive directors

What Resources Will You Receive?