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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/27451314
Enter the meeting number: 27451314
To 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 Pacific)
Guest speaker
Ruben D. Orduña
Vice President of Development and
Donor Services
The San Francisco Foundation
Moderator
Mary Dillon Kerwin
President
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
STRIKE
INSPIRING
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 slide shows at
http://www.bluestrike.org/resources
Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
BLUESTRIKE.ORG

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Blue strike webinar donor advised funds - what you need to know - jan. 15, 2015 final

  • 1. 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/27451314 Enter the meeting number: 27451314 To 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!
  • 3. 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
  • 4. DONOR ADVISED FUNDS: WHAT YOU NEED TO KNOW Webinar January 15, 2015 at 12:30 pm ET (9:30 am Pacific) Guest speaker Ruben D. Orduña Vice President of Development and Donor Services The San Francisco Foundation Moderator Mary Dillon Kerwin President Blue Strike
  • 5. 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
  • 6. . . . will focus on how we can play donor advised funds to our advantage. THIS WEBINAR . . . Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
  • 7. Overview, strategic advice and recommendations Q and A Other resources Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015 MAIN SECTIONS
  • 9. 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
  • 10. 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
  • 11. 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
  • 12. Q & A
  • 13. 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?
  • 14. 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
  • 15. Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015 Q. INTERACTING WITH FUND STAFF What are best practices for interacting with the fund staff?
  • 17. Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015 DAF DIRECT WIDGET http://www.dafdirect.org/
  • 18. 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
  • 19. Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015 AMERICAN RED CROSS
  • 20. Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015 DAF DIRECT WIDGET
  • 21. 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
  • 22. 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
  • 23. BLUE STRIKE INSPIRING SUPPORT FOR CIVIC ENGAGEMENT Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015
  • 24. Thank you for joining today! Mary Dillon Kerwin President, Blue Strike Check out our other slide shows at http://www.bluestrike.org/resources Blue Strike Webinar: Donor Advised Funds, Jan. 15, 2015 BLUESTRIKE.ORG