Webinar: Donor-Advised Funds: Latest Trends and Actionable Advice
Wednesday, February 13, 2019: 12:00 - 1:00pm Central
About this webinar:
Donor-advised funds have soared in popularity over the past decade. What are the newest developments you should be aware of? How has tax reform affected donor-advised funds? And what are the nuances of relationship building with today’s DAF holder?
This webinar will explore the perspectives of three panelists representing sponsoring organizations and a frequent nonprofit recipient of DAF grants. Our discussion will probe the latest trends, as publicized in leading reports, and delve into best practices for everything from communicating with DAF holders to fostering relationships with sponsoring organizations.
Moderator: Aggie Sweeney, CFRE, Senior Counsel, Campbell & Company
- Jason Baxendale, Chief Development Officer, The Chicago Community Trust
- Liz Harvey, Chief Development Officer, The Nature Conservancy – California
- Eileen Heisman, President and CEO, National Philanthropic Trust
Intended audience: Fundraisers (all levels) interested in learning more about donor-advised funds
CFRE: Full participation in the above webinar is applicable for up to 1 CFRE continuing education point in category 1.B - Education of the CFRE International application for initial certification and/or recertification.