Make It Easy for DAF Donors to Give

Fluctuations in the economy can be unsettling for fundraisers looking to secure donations and hit revenue goals, but now is a good time to focus on donor-advised funds because that money has already been set aside for charitable giving.

How can your nonprofit best position itself to appeal to DAF donors and make it seamless for them to give?

Join us for this 75-minute webinar to get a behind-the scenes-look at how DAF donors give to a community foundation in support of local nonprofits. Plus, you’ll hear directly how one wealth adviser interacts with his clients and with charities. Our expert guests will offer insights into how to identify donors with DAFs, what motivates them, and which outreach works.

Plus, you’ll learn why it’s important for you to stay on top of changes in financial policies and trends in wealth management and how to inspire donors to give.

What will you learn?

• How to attract and retain DAF donors
• What to have in place to make it easy for these donors to give
• Ways to build ties with professionals who counsel wealthy individuals

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 571-540-8070.

Speakers:

Amy B. Razem, CAP
Assistant Director, Development and Donor Services
Pittsburgh Foundation

Sara Swaney
Development Officer
Pittsburgh Foundation

Adam Yofan
Wealth Adviser
Buckingham Strategic Wealth

Originally Aired: March 9, 2023

This session is produced with support from:

This webinar is worth 1.25 CFRE credits.