Strategies To Leverage Donor-Advised Funds To Increase Contributions

Greg Nielsen Greg Nielsen

Nationally-recognized consultant Gregory Nielsen will explain the controversies surrounding DAFs and offer concrete advice you can follow to avoid the pitfalls. You will learn how to retain donors who wish to use this vehicle for their contributions.

What You'll Learn

  • What are donor-advised funds?
  • How do DAFs differ from private foundations?
  • What is the value for the donors?
  • How can DAFs help or harm your organization?
  • How can you increase engagement?
  • What changes to DAFs are legislators expected to make?
  • What steps should you take immediately to maximize DAF benefits?
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INFORMATION
Training Overview

Don’t fall victim to the DAF shortfall. Learn how to use donor-advised funds to your advantage.

On May 4, the Boston College Law School Forum on Philanthropy and the Public Good published a report showing that charities lost $300 billion in contributions over five years due to the growth of donor-advised funds.

A donor-advised fund (DAF) is a giving vehicle established at a public charity. It allows donors to make charitable contributions, receive immediate tax deductions, and recommend grants from the fund over time. Today, they account for 3% of all giving and are philanthropy’s fastest-growing vehicle.

You need to understand the intricacies of DAFs to use them to your organization’s advantage and avoid the peril they have caused other nonprofits.

  • What are donor-advised funds?
  • How do DAFs differ from private foundations?
  • What is the value for the donors?
  • How can DAFs help or harm your organization?
  • How can you increase engagement?
  • What changes to DAFs are legislators expected to make?
  • What steps should you take immediately to maximize DAF benefits?
Recommended Audience
Who Should Attend?
  • Chief executives
  • Executive directors
  • Board members
  • Senior management
  • Financial staff
  • Managers
  • Development staff
  • Program directors
What's included
Training includes
  • Certificate of Attendance
  • All resources and training materials
Greg Nielsen
About

Expert Presenter

Greg Nielsen
  • Sought-after speaker and consultant committed to helping leaders and organizations translate vision into reality
  • Accomplished nonprofit CEO
  • Previously led the Center for Nonprofit Excellence
  • Awards from the Better Business Bureau for ethics and the Louisville Urban League for championing diversity
  • Previously served as an officer and attorney in the United States Army
  • Bachelor of Arts Degree in Government and International Relations from the University of Notre Dame
  • Juris Doctorate from Notre Dame Law School
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