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Donor Advised Funds

Will Smith

We are interested in how others are acquiring and stewarding DAF donors. Please share your ideas!

How to throw out the “welcome mat” for DAFs in a way that will not compromise monthly/annual gifts
Ensuring that we follow the (quite restrictive) IRS rules on DAFs with respect to prohibition against any donor benefits
Accounting and receipting
Ongoing stewardship of DAF donors
Strategies for identifying DAFs from anonymous donors
Promoting ourselves as a beneficiary of DAF accounts (i.e., after donors die)
Coordinating DAF donors with caseload managers

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Adam Hartman

@Will Smith:
We are interested in how others are acquiring and stewarding DAF donors. Please share your ideas!
How to throw out the “welcome mat” for DAFs in a way that will not compromise monthly/annual gifts
Ensuring that we follow the (quite restrictive) IRS rules on DAFs with respect to prohibition against any donor benefits
Accounting and receipting
Ongoing stewardship of DAF donors
Strategies for identifying DAFs from anonymous donors
Promoting ourselves as a beneficiary of DAF accounts (i.e., after donors die)
Coordinating DAF donors with caseload managers