Demystifying Donor Advised Funds

Does your organization have the potential to bring in more revenue from Donor Advised Funds, but you’re not sure how to go about it? You’re not alone! Donor Advised Funds, or DAFs, are an unrealized opportunity for many non-profit organizations. Many of our clients have questions about how to make the most of DAF accounts. 

In this webinar – featuring special guest Evan Linhardt, VP and Advisor to Non-Profits, Foundations & Families at Bernstein Private Wealth Management; Andrew Bobbitt, Regional Development Manager NE-U.S., Mercy Ships; Fernando Gonzalez, Senior Director, Head of U.S. East, National Philanthropic Trust; and Diana Frazier, Senior Client Experience Leader at Veritus Group – we’ll share how you can encourage giving from DAFs to further your mission.