DAFs have become one of the fastest-growing giving vehicles in philanthropy, and yet many nonprofit leaders still feel uncertain about how they work, what role they play in a donor's giving strategy, and – critically – how to make sure your organization isn't missing out on gifts that are already sitting in a donor's fund waiting to be directed.
This workshop is designed specifically for nonprofit professionals who want to close the knowledge gap around Donor Advised Funds so they can show up more confidently in major gift conversations, strengthen donor relationships, and raise more money for the causes they champion. You'll learn:
- What a Donor Advised Fund actually is – and just as importantly, what it is not – so you can speak about it clearly and accurately with donors and colleagues
- How to identify which donors in your portfolio may already have a DAF and how to open that conversation naturally and confidently
- How to set your organization up to properly receive, acknowledge, and steward DAF gifts so donors feel seen and valued
- How to incorporate DAF conversations into your major gift cultivation and solicitation strategy in a way that feels authentic – not transactional
- How to leverage DAFs - and the people who manage them - as bridges to larger, transformational gifts by understanding how they fit into a donor's broader philanthropic planning
You'll walk away with a personalized DAF Donor Engagement Action Plan – a concrete, ready-to-use document that outlines how you will identify DAF donors in your portfolio, ensure your organization is set up to receive and track DAF gifts, and initiate or deepen conversations with major gift prospects who use this giving vehicle.
Participants can earn 2 CFRE credits and receive the workshop recording, slides, and bonus materials.