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Donor-advised funds (DAFs) have grown rapidly in philanthropy, offering nonprofits opportunities to diversify funding and connect with dedicated donors. However, many organizations faced challenges in effectively engaging with DAF donors, and concerns persisted about transparency and donor intent.

We invited Kevin Jones and Marisa Swynstun from Bernstein Private Wealth to provide an overview of DAFs, including how they function, their expanding role in charitable giving, and strategies for maximizing structured giving.

During this session, we explored actionable insights and best practices for navigating donor-advised funds, empowering nonprofits to access this vital funding source while strengthening donor relationships.

Guest speakers included Marisa Swynstun and Kevin Jones from Bernstein Private Wealth.