Nonprofit Fundraising: There’s no short-cut to Donor Advised Funds

Image of a nonprofit leader meeting at a coffee shop with notes and iPad to discuss donor advised funds with potential donor

There's $250+ BILLION undisbursed dollars in Donor Advised Funds right now.  But, what I’m most troubled by within this topic is probably not what you’d think.

 

You see, we often hear this frustration about DAFs:

Why are they hoarding?

Why are they not dispersing more than 5%?

Why do they hide their contact information from me?

 

DAFs are often spoken about as this mysterious bank in the sky that somebody somewhere has the magical ability to access. You just need to break the code.

 

Fundraisers must understand that behind every DAF is a real human making real decisions where to invest. A DAF is a WAY to give.

 

My real frustration around this topic?

Too many teams have NOT been equipped with the relational skills needed to ATTRACT individuals who have created DAFs.  

 

There’s no short-cut to DAFs. Your team must learn how to build relationships with successful people who have decided to take use the tax-advantages of a DAF. It’s major-gift work. And that’s the opposite of events, sponsorships, applications, or appeals.

 

Nonprofit Leader: Have you equipped your fundraisers with the skills needed to attract individuals who have created Donor Advised Funds? 

 

Does your staff know how to:

❓lead donors through investment level conversations building transparency?

❓present your financials confidently and secure a general-operating gift?

❓solicit in 1-on-1 meetings & secure a donor’s best gift (vs. application, event, or appeals)?

❓consistently do the things that ATTRACT investment level donors who GET IT (& would give unrestricted gifts through their DAF)?

 

No? Well in this moment in time, that's where you start.

 

If you're ready to make this practical shift to diversify funds and secure larger funds from donors who give through DAFs, you can apply to work with me here.


Whenever you’re ready, here are THREE things you can do next:

👣 Follow me on LinkedIn where I share insider info daily — the same lessons I teach my clients about attracting larger gen-ops dollars and diversifying revenue. 

🍎 Grab FREE Guides + White Papersdownload robust resources you can use to push against the sector’s misconceptions, equip your board, and shift your team into High-ROI fundraising.

📈 Work with me to diversify revenue & secure the gen-ops gifts you need to grow. If you’re a business-minded nonprofit CEO with big growth plans but need to make charitable revenue from investment-level donors a bigger part of your budget, you can apply to work with me here.

Sherry Quam Taylor

Sherry Quam Taylor works with business-minded Nonprofit CEOs whose Strategic Plans require expansive budgets and larger amounts of general-operating revenue for growth. To become investment-level ready, Sherry helps leaders see their revenue potential and helps them see what may be blocking donors from giving in this way. Sherry’s clients know how to attract larger donors by solving the funding challenges at the root of the issue.

As a result of learning her methodology, Sherry’s clients become sustainable, diversify revenue, and know how to add significant amounts gen-ops revenue to their budgets. But mostly, their development departments and board have transformed into high-ROI revenue generators – aligning their hours with relational dollars and set free from the limitations of transactional fundraising.

Sherry attributes the success of her business to her passion for modeling radical confidence to the future CEOs in her house - her two college-aged daughters.

https://www.QuamTaylor.com
Previous
Previous

Nonprofit Fundraisers Need to Study and Understand the Stock Market

Next
Next

Nonprofit Board Members: Are you being an energy giver? Or an energy taker?