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--FREE LIVE WEBINAR--

How to Maximize Donor Advised Funds

FEATURING:
Jeff Schreifels - Principal & Owner, Veritus Group
Diana Frazier - Senior Client Experience Leader, Veritus Group
Evan Linhardt - Advisory Leader, Bernstein Non-Profit and Philanthropic Investment Advisory
Jeremy Schiff - Associate Regional Director of Development, Mid-Atlantic National Philanthropic Trust

 


Thursday,
October 8th

2:00PM ET

 

This is FREE!

Reserve your spot now!

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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. As of 2024, there were approximately $326 million held in DAFs. Yet many organizations have been slow to adapt to this rapidly growing charitable-giving opportunity.

Join us as we share a few tips on 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!


Evan Linhardt

Evan Linhardt is a senior leader in Bernstein’s Non-Profit and Foundation Advisory Practice, where he guides the firm’s strategy to equip advisors and mission-driven organizations with the insights, tools, and sector expertise needed to advance their impact. He works directly with non-profits, foundations, and families to design investment strategies that align with their values, strengthen organizational capacity, and drive meaningful, measurable outcomes. Drawing on a deep understanding of the national philanthropic landscape—and the complex challenges facing mission-focused institutions—Evan leverages Bernstein’s research, talent, and expansive network to craft transformative investment and advisory solutions. His perspective is shaped by his earlier career as a non-profit executive and public service leader, giving him a practitioner’s appreciation for the operational realities, aspirations, and pressures that organizations navigate.

Jeremy Schiff

Jeremy Schiff is an Associate Regional Director of Development, Mid-Atlantic National Philanthropic Trust, partners with financial advisors and bankers across the Mid‑Atlantic region, offering consultative support to help their clients achieve meaningful philanthropic goals. Before joining NPT, Jeremy served as the Director of Strategic Development at Good Grief, a nonprofit dedicated to fostering resilience in children, strengthening families and empowering communities to navigate loss and adversity. He remains actively involved with Good Grief as a volunteer, contributing to its vital mission.  Earlier in his career, Jeremy spent a decade at JPMorgan Chase, where he held multiple roles within the Commercial Bank, most recently serving as Treasury Management Officer. He is based in Caldwell, NJ.


Register now for How to Maximize Donor Advised Funds

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.