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! Many of our clients have questions about how to make the most of DAF accounts.
Donor Advised Funds, or DAFs, are an unrealized opportunity for many non-profit organizations. At the end of 2020, there was $141 billion in undirected assets, and 2021 saw record grantmaking through DAFs. Yet many organizations have been slow to adapt to this rapidly growing opportunity for charitable giving.
Join us for this free webinar featuring special guests Evan Linhardt, VP and Advisor to Non-Profits, Foundations & Families at Bernstein Private Wealth Management; Andrew Bobbit, 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.
They’ll be sharing a few tips for how to talk with your donors about giving through a Donor Advised Fund, and together we’ll discuss how you can encourage giving from DAFs to further your mission. We hope you can attend!
THIS FREE WEBINAR WILL COVER…
An overview of Donor Advised Funds and the opportunity they present
Strategies to encourage giving from Donor Advised Funds
Live questions from you and your colleagues!
This webinar is CFRE approved. Participants will earn 1 CFRE credit.
Evan Linhardt serves as an Advisor to non-profits, foundations, and families to design investment strategies that align and allow them to fulfill their missions to maximize impact. By deeply understanding his client’s complex issues, challenges, and goals, he can bring the depth and scope of Bernstein research, talent, and the vast network to his clients to plan and execute on the appropriate investment strategy. As a former non-profit leader and public service executive, he brings a depth of knowledge and experience to his role and a passion for being a part of your organization, family, or foundation’s quest to make an impact.
Fernando Gonzalez is Senior Director, Head of U.S. East at National Philanthropic Trust (NPT). As Senior Director, he leads the Regional Director team throughout the eastern half of the United States, while also cultivating relationships with bankers and advisors DC, DE, IN, MD, MI, OH, PA and WV, providing consultative support to help clients achieve their philanthropic goals. Prior to joining NPT, Fernando was Vice President and Relationship Strategist for PNC Wealth Management in the Philadelphia region.
Andrew Bobbit is Regional Development Manager at Mercy Ships. He serves as a seasoned Major Gift Officer with a large portfolio across the Northeast, United States helping drive mission aligned philanthropy. He’s passionate to be the bridge connecting donors to the Hope & Healing in Africa that Mercy Ships provides via hospital ships, and the free surgeries on board. Prior to joining Mercy Ships Andrew was in various roles and states for twenty-seven years with the YMCA, including fifteen as CEO where he led efforts to raise over $25 million in annual, capital and endowment campaigns.
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Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. Where do you need more support? Learn more about ways to partner with us here.
