Donor-advised funds webinar: looking at different ways to ASK

By Jack Doyle, Amergent President

This week, I was invited by the Direct Marketing Association of Washington (DMAW) to present a webinar on donor-advised funds to nearly 100 attendees. I’ve received a lot of positive feedback on this webinar, including:

…the two sides of DAFs involve two completely separate teams here (donor stewardship and marketing), so your presentation will be very helpful getting everyone on board.

…Our team has recently taken responsibility for DAF oversight and diligently working to streamline the process to create best practices.  Thank you!!!

…I’m not even a direct marketer but I found this to be one of the most helpful webinars I’ve attended in the past 2-3 years. Not long ago, I sat in on a presentation by a rep from one of the major DAF providers and it wasn’t nearly as informative or instructive. Thanks!

You can view the slides here and listen to the DMAW’s recording of it here. Thank you to the DMAW for allowing us to share this with our i-fund subscribers and clients.

I continue to answer questions from those who attended this webinar and I encourage our clients to reach out to me directly if they have any questions or want to review best practices.

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