A Donor Advised Fund (DAF) is a separately identified fund or account, used by a donor, that is maintained and operated by a 501(c)(3) organization like a community foundation, or private financial institution like Fidelity Charitable or Schwab. They are the fastest growing philanthropic tool in our industry. A person or family sets up a DAF for the sole purpose of supporting charities they care about.
The check you receive may say “Sam and Sue Jones Foundation”, but it could actually be a DAF – what’s the difference? What are the best practices for DAF thank you letters and other communications necessary in a funding relationship? Top development offices know how to build these relationships to increase impact for the donor and the organization.
Join us on November 19th to learn about Donor Advised Funds. Elly Grogan, Director of Philanthropic Planning at Community Foundation of Sonoma County will be sharing with us DAF best practices and her insights from working with donors setting up funds at CFSC. She’ll help us understand why people set them up, what are the advantages, how you interact with a donor using a DAF, as well as the philanthropic advisor managing their fund.
A Santa Rosa native, Elly Grogan has dedicated her career to helping serve underserved communities, and she is a passionate advocate for people who need it the most. Elly has been with Community Foundation for over six years as a program officer, philanthropic advisor and now Director of Philanthropic Planning. Before joining the Foundation, Elly worked as a program director for StoveTeam International, where she routinely traveled to El Salvador, Honduras, Guatemala, and Mexico to support small business owners in Latin America to produce and distribute clean cookstoves
Registration is required for this FREE webinar
Registration closes Wednesday, November 18 at Noon
Zoom details will be emailed on November 18
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