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Donor-advised funds (DAFs) are rapidly growing in philanthropy, providing nonprofits with opportunities to diversify funding and connect with dedicated donors. However, many organizations face challenges in effectively engaging with DAF donors, and concerns persist about transparency and donor intent.

We’ve invited Kevin Jones and Marisa Swynstun from Bernstein Private Wealth to provide an overview of DAFs, including how they work, their growing role in charitable giving, and strategies for maximizing structured giving. Topics will include:

• The basics of donor-advised funds and their impact on nonprofit fundraising

• Practical tips for identifying and cultivating relationships with DAF donors

• Not losing the forest through the trees with the fundraising landscape

• Addressing concerns of wealth preservation versus philanthropy, along with gaps in regulations and transparency

Join us to explore actionable insights and best practices for navigating donor-advised funds, empowering your nonprofit to access this vital funding source while strengthening donor relationships and advancing your mission.

Our guest speakers for this webinar are Marisa Swynstun and Kevin Jones from Bernstein Private Wealth.

Marisa Swynstun

As Director, Philanthropic Specialist, Marisa Swystun brings 20+ years of experience to clients’ investment strategies. Her work includes a family foundation in Detroit, The Art Institute of Chicago, co-founding a maternity clinic in Cote d’Ivoire, and serving as the Chief Development Officer for the Center for Nonprofit Management. She joined Bernstein in 2022 and spends 100% of her time working with investment advisors and their nonprofit and philanthropic clients to help grow their impact.

Kevin Jones

Kevin Jones is a Vice President, Private Wealth Manager in the Denver Bernstein office.  Over the past 24 years, he has held several roles within the financial community, from working with several different complex investment strategies to building company culture and navigating complexities across multiple generations of individuals.  He works with business owners, founders, and unique individuals to provide wealth planning services along with coordinating investment management along with their other professional services so they can achieve their financial dreams and goals.  Kevin holds a B.S. in Marketing from the Leeds School of Business from the University of Colorado and is a founding member of the Exit Planning Exchange Denver Chapter. 

Strong, resilient leadership is key to the success and sustainability of any nonprofit. In this webinar, we’ll explore the essential building blocks for strengthening your nonprofit board, ensuring it can thrive in both the present and the future. We’ll cover:

• Clear Vision and Purpose: How to align your board around a shared vision to guide decision-making and long-term strategy.

• Defined Roles and Responsibilities: The importance of clarifying individual board member duties and ensuring accountability for better governance.

• Strength-Based Culture of Accountability: Building a culture that leverages each board member's strengths while fostering mutual accountability and ownership.

In addition, we’ll dive into succession planning, offering tools to ensure smooth transitions for Executive Directors (EDs) and Board Chairs, setting the stage for long-term leadership continuity.

Join us to learn practical strategies that will empower your nonprofit board to lead with confidence, adapt to challenges, and remain a pillar of resilience for your organization’s mission.

REGISTRATION COMING SOON!