6729 Westfield Blvd.
Indianapolis
Donor Advised Funds Beyond the Basics
March 5, 2020
Greg Baker
Why come? Donor advised funds are hot and they can solve a lot of problems for donors who would like to give more to support your organization. You need to be ready for discussions about money going in to DAFs as well as money coming out.
Who should attend? All fundraisers and advisors!
What you’ll take away:
• Advanced giving strategies that involve DAFS, including opportunities for business owners and people interested in blended gifts that include both current and deferred components.
• A better understanding of how DAFs can be used to satisfy pledges.
• Contacts with other local organizations that have various experience, including those that operate their own DAFs, those that use “white label” DAFs offered by financial institutions, and those that work with community foundations.
- 4 ways the SECURE Act changes charitable giving