Donor-Advised Funds: The Basics

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

ábasic terms and concepts all fundraisers should know
áthe different types of organizations that sponsor them
átheir impact on charitable giving and
áinsights into the donors who set up these funds.

YouÕll 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, youÕll 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. SheÕll also share real-world examples to demonstrate how to incorporate DAFs into donor communications and fundraising appeals.

DonÕt 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