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Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
DONOR ADVISED FUNDS
Donor Advised Funds: What You Need to Know
Join the webinar online. http://fuze.me/27451314Enter the meeting number: 27451314To join from a phone: +1-201-479-4595
Participants will be muted during the presentation to maintain good sound quality. If you have a comment or question, please add it to the chat room.
Welcome to the webinar!
BLUE STRIKE
This webinar is designed to help fundraising staff understand donor advised funds and to teach us how to adapt our cultivation strategies to this giving vehicle.
WELCOME
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
DONOR ADVISED FUNDS: WHAT YOU NEED TO KNOW
Webinar
January 15, 2015 at 12:30 pm ET (9:30 am Pacif ic)
Guest speaker
Ruben D. OrduñaVice President of Development and
Donor Services
The San Francisco Foundation
Moderator
Mary Dillon KerwinPresident
Blue Strike
Contributions grew 23.5 percent, or $17.3 billion, in 2013
Outpaced all other giving vehicles, as well as the 4.4 percent overall giving.
They represent 7 percent of all individual charitable donations.
GROWTH IN DAFS
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
. . . will focus on how we can play donor advised funds to our advantage.
THIS WEBINAR . . .
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
Overview, strategic advice and recommendations
Q and A
Other resources
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
MAIN SECTIONS
DONOR ADVISED FUNDS: AN OVERVIEW
BRIEF HISTORY
Created in 1931 by New York Community Trust to support donor’s interest
1969 tax act creates definition of “private foundation” – public support test on community foundations
Entrance of commercial gift funs in 1991
Pension Protection Act of 2006
HOW THEY WORK
“Giving accounts”
Immediate charitable tax deduction – ability to make grants at donor’s pace
Assets in accounts owned by the DAF provider
Pros and Cons compared to private foundations
HOW TO WORK WITH DAFS
Focus on community foundation DAFs
Look for areas of alignment with community foundation
Community foundations want to align with their donors
Need access donor services / relationship staff
Use your Board members or other donors that have DAFs
Q & A
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
Q. WHO GAVE THE GIFT?
How should you deal with anonymity? What if it’s a long-time donor giving a new way?
How should we recognize and acknowledge a donor advised fund gift? Should we send a thank you?
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
Q. ACKNOWLEDGEMENT
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
Q. INTERACTING WITH FUND STAFF
What are best practices for interacting with the fund staff?
OTHER RESOURCES
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
DAF DIRECT WIDGET
http://www.dafdirect.org/
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
BOSTON SYMPHONY
http://www.bso.org/brands/bso/contribute/personal-giving/donor-advised-fund-giving.aspx
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
AMERICAN RED CROSS
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
DAF DIRECT WIDGET
IRS Donor Advised Funds
http://www.irs.gov/Charities-&-Non-Profits/Charitable-Organizations/Donor-Advised-Funds
Donor-Advised Funds: The Source Fundraisers Can’t Afford to Ignore by Joe Boland, July 2014
http://www.fundraisingsuccessmag.com/article/donor -advised-funds-the-source-fundraisers-cant-afford-ignore/2
Shaking Up the Ranks of America’s Largest Charities, by Holly Hall, Oct. 19, 2014 Chronicle of Philanthropy
http://philanthropy.com/article/Shaking-Up-the-Ranks-of/149479/
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
REFERENCES & OTHER RESOURCES
Prospecting for Major Donors
Thursday, February 12, 2015 at 03:00 PM
Rebekah Kaithern divisional director of major gifts with Eastern PA and Delaware Salvation Army will share her recommendations for major gifts prospecting.
Toward a Predictive Model for Fundraising
Friday, March 06, 2015 at 01:30 PM
NTEN Nonprofit Technology Conference in Austin, TX
BLUE STRIKE WEBINARS AND WORKSHOPS
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
BLUE STRIKEINSPIRING SUPPORT FOR CIVIC ENGAGEMENT
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
Thank you for joining today!
Mary Dillon Kerwin
President, Blue Strike
Check out our other s l ide shows at http://www.bluestr ike.org/resources
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
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