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November 5, 2020 – How To Find and Effectively Message to Donors With DAFs @ Virtual Meeting
Nov 5 @ 12:00 pm – 1:00 pm

How To Find and Effectively Message to Donors With DAFs

November 5, 2020


Charitable contributions from donor advised funds have steadily increased in recent years. Data shows that grants from DAFs are a number one choice for donors, and vitally important for non-profits, during times of economic uncertainty. Learn how to identify donors show have DAFs and than explore how to segment-market to this strategic group of donors whose assets have already been “given away.”


Tracy Capra Fort, Vice President of Client Relations for TouchPoints, a data services company that supports non-profits headquartered in Chicago, IL.

Chris Sizemore and Terry Sites from EDS, an Indianapolis-based planned giving marketing firm, will share ideas about DAF messaging and marketing.


December 3, 2020 – Probate Roadmap for Charitable Beneficiaries – Part Two @ Virtual Meeting
Dec 3 @ 12:00 pm – 1:00 pm

Probate Roadmap for Charitable Beneficiaries – Part Two

December 3, 2020

Kate Borkowski

When deferred gifts are turning into real money for your organization, you need to understand that transformation. Probate can protect charitable beneficiaries, IF you know how to navigate the process. Back by popular demand, Kate will expand on the basics from her talk last February.

What you’ll take away:

• A step-by-step knowledge of how the probate process works.

• Strategies to improve interaction with executors, personal representatives, trustees and other fiduciaries responsible for delivering charitable legacies following a death.

• An understanding of the rights and responsibilities of charitable beneficiaries in death-related administration of estates and trusts in probate.