Education Workshop: The Boom in DAF Growth

Insider Tips To Connect With DAF Donors To Grow Your Charity

Donor-advised funds continue to boom with tens of billions of dollars being contributed to them and being granted to charities nationwide every year. Ben Pierce and Brad Caswell, having led one of the largest DAFs for many years, will share with you the inside story on how these charities work and how you and your organization can raise more money from them. They will provide you specific tips for improved results with your donors who have DAFs and be open to all your questions.

Join us for . . .

• An understanding of how DAFs work and how to talk about them as giving vehicles for your donors and potential donors.
• Strategies to raise money from DAFs.
• Important recording compliance guidance
• Information on current trends related to DAFs.

Target Audience: New to the profession, Mid-level professional, Senior-level professionals, Fundraising committee members, Small and Large organizations.

Our Presenters:

Brad Caswell – Co-Founder, Acadia Squam Group

Brad Caswell loves teaching and problem-solving. He has spent the past 12 years as the COO of Vanguard Charitable, a large national donor-advised fund. His engaged and talented teams managed a wide variety of activities, from assisting donors with asset contributions to completing grantee organization due diligence within IRS regulations and norms, resulting in regularly issuing more than 10,000 grants in a single month. Before joining Vanguard Charitable, he worked with nonprofits to think creatively about accepting alternative contributions while continuing to keep risk and liability at top of mind.

 

Ben Pierce – Co-Founder, Acadia Squam Group

Ben Pierce is a proven philanthropic leader with executive level experience at several charities, in growing organizations, teams and individuals. Competencies include leadership, management, strategy, governance, finance, human resources, investments, and fund-raising. He believes in creating a positive, supportive organizational culture that includes the Board, executive team, staff, advisors, donors and volunteers. A recognized national leader and speaker on donor-advised funds for over twenty years he tells the inside story on how DAFs work, how they vary, and how they can increase giving for all.

Our Moderator:

Scott Gentry – Strategic Development Consultant, SG Consulting

Based in Connecticut, Scott Gentry helps nonprofit organizations increase their impact through organizational development and transformational fundraising. His experience includes more than two decades of nonprofit development and fundraising, as well as roles within the commercial banking and investment management sectors. Past responsibilities include major and planned gift fundraising at a regional public media organization (radio, television, and digital media), where he won a national award from PBS for major giving excellence. Scott also served as the chief development and marketing officer for several community foundations, a community college, and a large children and family services agency. He has held leadership positions with several professional organizations, including the Association of Fundraising Professionals (AFP) and the Susquehanna Valley Planned Giving Council. Scott earned an MBA with honors from Penn State’s Smeal College of Business, and he received a BA from Dartmouth College. He also studied in Brazil for a year as a high school foreign exchange student with Rotary International.

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Thank you to Our Sponsor:

 

 

 

 

 

 

 

 

Details

Date: Thursday, June 10, 2021, 1:00 PM – 2:00 PM
Location: Online

Workshop Fee
AFP MEMBERS (ALL CHAPTERS) – $10
FUTURE MEMBERS & GUESTS OF AFP Member – $25

REGISTER HERE

CFRE Credits:

You earn 1 CFRE credit toward certification for this event.
For more information about CFRE certification, please visit https://www.cfre.org/certification/