It’s a matter of WHEN, not if, you meet a DAF nay-sayer

By Jack Doyle, Amergent President & CEO

One benefit of reading this blog regularly is you will be more informed on DAF giving. I’ve tried to inspire through enthusiasm and inform with real-life examples. There’s an element of “What Would Jack Do?” in most of them.

Being informed with good information is the best way to be prepared to respond to a boss, board member or even a major donor who reads something negative about donor-advised fund giving, or who reads that legal eagles are considering new ways to force DAF distributions. Being informed also helps you make better fundraising decisions!

The donor-advised fund giving option is for people who want to set aside funds they have now so they may continue their charitable giving in the future, when they want to make gifts and to whom they want to support. The money in a DAF giving account is irrevocable, so it will never go back to the donor, it will only be sent to charitable organizations.

DAF giving to charities in 2020 has been very, very generous so far. Many of the large national charitable sponsors indicate their donors have advised charitable grant distributions well ahead of 2019, which was the single largest year of overall DAF dollars granted.

You will have three opportunities to participate in virtual/online DAF sessions shortly.

1. I’m speaking at the virtual Bridge Conference on Thursday, July 16, 2020 with Amy Pirozzolo from Fidelity Charitable.

  • Are you in the DAF Donor’s Comfort Zone?
  • 2:45 — 3:30 p.m.
  • Jack Doyle, President & CEO, Amergent and Amy Pirozzolo, Vice President, Head of Marketing, Fidelity Charitable

2. On Wednesday, August 19, 2020, I’m doing a DAF Webinar for the DMFA from 1:00-2:00 p.m. entitled, Who’s Getting More than You and Why.

  • I am sharing examples of DAF donor communications of organizations having very, very strong 2020 results.
  • Please share with me any suitable examples you have for consideration

3. On Thursday, September 3, 2020, Amy and I will be doing another session, with updated content, for the ANA Nonprofit Federation entitled, Something Old and Something New—The Stalwart Postal Channel and Donor-Advised Funds.

  • Timing to be determined, but 1:00 p.m. is the expected start time.
  • Updated results, examples, trends and projections are all included.

Please share and pass along this email so others may watch the sessions. 

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