Demystify donor advised funds (DAFs) and learn to engage, acknowledge and grow this special group of donors. Are you suddenly getting dozens of annual gifts from donor advised funds and not sure how to treat them? If you can’t figure out DAFs, you’re not alone. At this session, you’ll learn:
– Why your donors choose to use a DAF for their charitable giving
– How to solicit, acknowledge and cultivate DAF gifts
– Special tax considerations that affect DAFs
Elizabeth B. Wagner
Elizabeth B. Wagner works closely with philanthropists and their families to help them achieve efficient, high-impact giving, and advises on long-term strategy issues for the Community Foundation’s donor-advised and nonprofit fundholders. She also serves as technical resource on gifting issues, including the use of complex assets. Elizabeth contributes to thought leadership through speaking engagements, working with boards of trustees, conferences, and in seminars for individuals and families. She works with nonprofits on issues including governance, spending policies, and trustee roles and responsibilities. A community connector, Elizabeth engages a network of professional advisors and other gifting and grantmaking resources across the region. Elizabeth worked for development and strategy consulting firm J. C. Geever, Inc., headquartered in New York City, with a practice encompassing a wide variety of nonprofit organizations. Elizabeth is a member of the Association of Fundraising Professionals’ New York chapter. She is a member of the Program Committee for Fund Raising Day in NY, the nation’s largest one-day conference on fundraising, and chaired that conference in 2011. She holds a BA from Smith College, completed a CFRE, and has done additional coursework in philanthropy and related disciplines through The American College of Financial Services.