Donor Advised Funds

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Will Smith
Will Smith ✭
Ancient Membership
in donorCentrics® General Discussion

We are interested in how others are acquiring and stewarding DAF donors. Please share your ideas!

  • How to throw out the “welcome mat” for DAFs in a way that will not compromise monthly/annual gifts
  • Ensuring that we follow the (quite restrictive) IRS rules on DAFs with respect to prohibition against any donor benefits
  • Accounting and receipting
  • Ongoing stewardship of DAF donors
  • Strategies for identifying DAFs from anonymous donors
  • Promoting ourselves as a beneficiary of DAF accounts (i.e., after donors die)
  • Coordinating DAF donors with caseload managers

Comments

  • Adam Hartman
    Adam Hartman ✭
    Name Dropper Photogenic First Anniversary First Reply

    @Will Smith:

    We are interested in how others are acquiring and stewarding DAF donors. Please share your ideas!

    • How to throw out the “welcome mat” for DAFs in a way that will not compromise monthly/annual gifts
    • Ensuring that we follow the (quite restrictive) IRS rules on DAFs with respect to prohibition against any donor benefits
    • Accounting and receipting
    • Ongoing stewardship of DAF donors
    • Strategies for identifying DAFs from anonymous donors
    • Promoting ourselves as a beneficiary of DAF accounts (i.e., after donors die)
    • Coordinating DAF donors with caseload managers

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