How To Successfully Maximize Donor Advised Funds

Tuesday, May 21, 2024 - 3:30 pm - 4:45 pm EasternTime

A GrantNewswatch Program

Click Here to Register for Live Program $79

Click Here to Register for Live Program and Receive Recording $119

In today's philanthropic landscape, Donor Advised Funds (DAFs) have emerged as a pivotal tool for affluent donors and nonprofits alike. This webinar aims to provide you with comprehensive insights and strategies to effectively navigate and leverage DAFs to maximize your organization's fundraising potential.

Throughout our session, we'll delve into the fundamentals of donor-advised funds, explore donor motivations, tackle the benefits and challenges for nonprofits, and equip you with actionable approaches to cultivate relationships, craft compelling appeals, and integrate donor-advised funds into your fundraising strategies.

By the end of this webinar, you'll be empowered with the knowledge and tools to forge stronger connections with donors, drive impactful fundraising initiatives, and propel your organization toward its mission-driven goals.

In this webinar, we will focus on:

Introduction to Donor-Advised Funds (DAF) - How DAFs Work and Their Importance In Philanthropy

Understanding the Donor Perspective - Motivations Behind DAF Contributions and Profiles of DAF donors

DAF Benefits, Challenges, and Strategies for Nonprofits

Building Relationships with Donor-Advised Fund Holders

Crafting Compelling Fundraising Appeals

Best practices for Communicating with Donors Who Use DAFs

Compliance and Legal Considerations - Remaining Compliant While Maximizing Fundraising Efforts

Integrating Donor-Advised Funds into Annual Fundraising Strategies

Strategies for cultivating relationships with community foundations managing DAFs and professionals who counsel wealthy individuals
This 75 minute seminar includes a Q&A and discussion of strategic problem solving and Development How To’s.

Instructor

Bill Edelstein is a consultant specializing in helping not-for-profits develop diversified revenue streams. He holds Advanced Degrees in Education and Not-for-Profit Development. His professional work is focused on Donor Relations and Fundraising. Bill is an adjunct professor at John Jay College of the City University of New York.

Bill Edelstein DevelopmentConsultant.org

Testimonials
I participated in the P2P webinar which, by the way, was amazing. Thanks for all the information you shared. - Elliot, Adcieo

Thank you Bill!! I enjoyed the presentation, in fact one of the best I have attended in some time. - Wendy, Ferris State University

A great Grant Writing Class 101! - Cheryl, Tulane University

Keep up the great work. Really glad I was able to join today. - Anna, Community Bridges

Thanks so much for an amazing Webinar. So much info there. I’ve already sent my notes to the fundraisers but I am glad they will be getting your recording! - Diana, St. Joseph Center

Thank you for your time and effort teaching this course – I am really enjoying participating with other ‘students’! - Liz, AFTD

GREAT CLASSES! - Karen, Chicago Urban League

I’d like to thank you once again for the great virtual facilitation and training sessions. You were patient, understanding, engaging, and checked in with us on our learning in several ways. I admit that this is a very busy time for me as it is reporting season so I wasn’t able to participate in the homework the way I would have liked. I was so grateful that I felt nothing but understanding from you and was able to learn so much from your sessions! - Clarinda, United Way of Central Minnesota

Thank you Bill. I found the course helpful because you provided a comprehensive overview of all the moving parts with grants management and specific resources to help. - Julia, Wings for Kids