The Who, Why and How of the Donor Advised Fund Sector

The history of DAFs is fascinating, especially given the continued growth of sponsoring organizations, funds, and their impact on charitable giving. All DAF professionals need to be familiar with the history of DAFs, the diverse types of DAF sponsors, and the primary factors driving donors to choose DAFs and DAF sponsors. They also need to…

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Smiling and Dialing:  The Not-So-Lost Art of Building Deeper Donor (and Client!) Connections When You Can’t Be Face-to-Face

Female receptionist working at the front desk

Discover how picking up the phone can transform your planned giving strategy. Join Joe Tumolo, CAP®, CEO – PG Partner as he shares insights from personally calling more than125 donors each week to thank, survey, and qualify them. Attendees will learn: How to implement actionable tips to generate more meaningful donor conversations that lead to…

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The Final Stretch: Successfully Closing CRTs in 2024

Are you looking to close Charitable Remainder Trusts (CRTs) before the year ends?  Interested in learning from real-world examples and discovering practical strategies to make the most of these unique gift vehicles in the final months of 2024? This session will highlight key case studies from successful CRT gifts completed so far this year, share…

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