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Topic: The $121 Billion Opportunity: How Donor-Advised Funds Enable Greater Philanthropy

Speaker: Fernando Gonzalez, Regional Director of Development, Mid-Atlantic, National Philanthropic Trust

Ethics Presenter: Catherine Hann, CFRE | Leadership Giving Manager, Cincinnati Symphony Orchestra Cincinnati Pops Orchestra

How Donor-Advised Funds Enable Greater Philanthropy
Donor-advised funds (DAFs) are the fastest-growing charitable vehicle in the country; their rapid growth has made them a $121 billion dollar opportunity for fundraisers. Still, many development officers find the regulations around these relatively new structures confusing—which may leave money on the table for worthy nonprofits. This program is designed to demystify the DAF, educate fundraisers on how and why donors are using them, and offer tips for how to engage DAF donors for better relationships and more impactful gifts.

Upon completion of this program, participants will be able to:

  • Understand the advantages that DAFs offer to donors
  • Communicate how their organization accepts and credits DAF grants
  • Incorporate DAF-friendly messaging into their appeals
  • Identify opportunities where encouraging donors to give through their DAFs could be mutually beneficial

Date: Wednesday, March 4, 2020

7:45-8:00 a.m. Registration
8:00-9:30 a.m. Program
9:30-10:30 a.m. Networking

Location:   Cincinnati Red Cross, 2111 Dana Avenue, Cincinnati, OH 45207

AFP Members & Students (with valid student ID) – Free
AFP Non-Members – $25.00

About our Speaker:

Fernando has eleven years of wealth management experience, as well as five years’ experience in real estate and mortgage consultancy, and a rich history of finance, governance, and community engagement. 
Relationship Strategist for PNC Wealth Management in the Philadelphia region. Earlier in his career, he served as a Financial Advisor for Merrill Lynch, and as  Senior Mortgage Consultant with Prudential Fox & Roach Realtors. Currently, he is President of the Board for the Delaware Valley Legacy Fund, among other volunteer leadership positions. NPT is a public charity founded in 199. Since that time, they have raised $11.3 billion in charitable contributions and currently manage $6.7 billion in charitable assets. They have made more than 230,000 grants totaling $5.6 billion to charities in the U.S. and all over the world.

This event has been submitted for 1.5 CFRE Credits.

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