We had a meaningful conference call last night on Donor Advised Funds (DAFs) and why they are a great way to tap the “middle market” donor / client.  If you know of someone who is giving regularly to a nonprofit organization but wants to “do more”, a DAF is a powerful tool that leverages and magnifies philanthropy.

They serve as a  Philanthropy Account – just like a retirement account, which allows you to plan, save and spend toward a specific purpose.  (If you are an advisor or nonprofit fundraiser, contact me to discuss this analogy more in depth).

We will repeat this conference call in September – I invite you to join us (let me know when a good date and time would be).  Watch for the announcement or contact me in the meantime.