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How To Get Donor Advised Funds

On-Demand
From $179.00
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.

Fundraising expert Claire Axelrad will explain how to take advantage of donor advised funds in your organization. You will learn the steps to take to generate immediate results.

Topics covered

  • What is a donor advised fund?
  • Why do donors like DAFs?
  • What are the six common characteristics of DAF donors?
  • How can you best serve DAF donors?
  • What nine strategies should you use to attract DAF philanthropy?
  • How can you sustain and steward DAF donors?

Training Overview

Donor Advised Funds in 2022. Discover how DAFs can help your organization this year.

As you roll out your 2022 fundraising plan, you should include donor advised funds in your list of targets. These lucrative giving vehicles hold some of the biggest donations your organization can win this year.

In its latest Donor-Advised Fund Report, the National Philanthropic Trust indicated that DAFs account for over 12% of annual giving, the result of steady growth over the last decade. As you look for ways to maximize your results for the months ahead, these charitable giving vehicles should be on your radar.

  • What is a donor advised fund?
  • Why do donors like DAFs?
  • What are the six common characteristics of DAF donors?
  • How can you best serve DAF donors?
  • What nine strategies should you use to attract DAF philanthropy?
  • How can you sustain and steward DAF donors?

Who Should Attend?

  • Executive directors
  • Chief executives
  • Board members
  • Finance executives
  • Nonprofit counsel
  • Senior management
  • Managers
  • Human resources professionals
  • Development directors and managers
  • Fundraising professionals
  • Donor relations managers
  • Marketing managers
  • Major gift directors
  • Planned giving directors

Expert Presenter

Claire Axelrad

  • Principal and fundraising/marketing consultant at Clairification School
  • Spent 30 years as an in-the-trenches development staff leader helping raise millions
  • AFP Fundraiser of the Year
  • Winner of the Best Nonprofit Blog award from Fundraising Success Magazine.
  • Regular speaker for national organizations and leading conferences
  • Regular contributor for widespread and industry publications
  • J.D.
  • CFRE

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