Closer to Donors with i-fund
News from Schwab Charitable
August 19, 2019
By Jack Doyle, Amergent President/CEO We wanted to share some valuable info with you from Schwab Charitable. Key highlights from their Giving Report: $2.4 Billion in grants in 2019 83,000 charities have been supported 26% increase in grants volume 33% increase in grants value 53% increase in grants donated on mobile devices Read their Giving Report […]Read More
Passing this along
August 5, 2019
By Jack Doyle, Amergent President/CEO Earlier this year, a lot of fund-raising professionals were asking their friends “Did you have bad year end results?” Many experienced lower than expected giving in November and December, especially among major givers. I was told by donor advised fund insiders that the tax law changes created one clear shift […]Read More
The DAF benefit you don’t hear about!
July 30, 2019
By Jack Doyle, Amergent President/CEO I recently got this mid-year report from Schwab Charitable. This is an account my family uses to make $100 recurring monthly gifts to several non-profits. We began making some of them in February 2019 and started another i March. The June 30th report indicated Schwab Charitable has issued 14 grants […]Read More
Crazy or just an out-there idea?
June 25, 2019
By Jack Doyle, Amergent President/CEO With years of donor advised fund giving behavior in hand, it’s safe to say your average DAF donor makes a gift ten times larger than your average direct mail donor. The average DAF donor gives grants up to/including $1,000; the average DM donor gives gifts up to/including $100. Do […]Read More
Transforming the DAF landscape
May 10, 2019
By Jack Doyle, Amergent President/CEO The number of donors with DAF giving accounts more than doubled in 2018. The amount of money in these donor-advised fund giving accounts is now over $110 billion. The tax law changes for 2018 are one reason why so many people with giving accounts put more money into their accounts. The […]Read More
Test drive being a DAF donor, what would you do?
March 26, 2019
By Jack Doyle, Amergent President/CEO Last week the Direct Marketing Fundraisers Association (DMFA) hosted a Donor Advised Funds webinar. You can find the recording of the session here. We have secured permission from the DMFA for our clients to access this. Call me or email me with your questions and comments. During the session, we […]Read More
Be careful with your ask amounts
October 16, 2018
By Jack Doyle, Amergent President/CEO I just learned not all requested amounts are allowed as grants from Fidelity Charitable, the largest provider of donor-advised funds. Someone had to wait more than two weeks to get a $600 grant because of $0.14. Yes, 14 cents. Longtime readers know my wife Lin’s favorite charity is DonorsChoose. Last […]Read More
Wow! There’s a lot of money here!
September 25, 2018
By Jack Doyle, Amergent President Are you ready for year-end giving? Are you making it easy for your donors to give in all the ways they like to contribute? Recent discoveries confirm that donors with donor-advised fund giving accounts use those accounts for about 65% of their annual giving, more than half of the dollars […]Read More
Donor Advised Funds Strategy: Improving the Donor Experience
September 6, 2018
By Jack Doyle, Amergent President This isn’t EASY! Are you holding back on taking action trying to figure out the “best” or “perfect” way to engage with your DAF donors? You don’t need to get it right the first few times you do it. You just need to do it. Here are things we’re working […]Read More
DAF Gift Acknowledgment SELF EXAM
May 10, 2018
By Jack Doyle, Amergent President The most unexpected outcome of making $100 grants in February of 2018 — to 17 of Fidelity Charitable’s Most Popular organizations in 2017 — has been the lack of follow-up or attempts at donor engagement. After all, these charities received thousands of grants in 2017 and should know best how […]Read More