Connecting Your Nonprofit with Donor-Advised Funds :: Webinar by Rudy Flesher of the National Philanthropic Trust

Nonprofit GrowthDevelopment
Written By Sherry Quam Taylor

TLDR :: On September 30th (12:00pm CT) Sherry Quam Taylor is hosting a Webinar featuring Rudy Flesher of the National Philanthropic Trust. It’s all about connecting your Nonprofit with Donor Advised Funds!

You can register here! 

More about our time together:

A generational transfer in underway in the U.S. that is both shifting wealth and reshaping family philanthropy.

More and more, families are using donor-advised funds (DAF) to manage their charitable giving. In 2022 alone, more than $85 billion was contributed to DAFs by individuals and families with charitable intent. DAFs are changing the game for advisors and nonprofit gift planners when it comes to strategic and impactful conversations about generational giving and family legacy.

Attend this webinar to gain a deeper understanding of the trends driving DAF giving including findings from NPT's DAF Report and learn how to position DAF giving in your annual, major, and planned giving strategies.

Additionally, a case study on an illiquid asset gift will be presented, shining a light on the ways UHNW families are funding their philanthropy, and considerations for directly accepting or partnering to accept such assets. Take away data-backed insights and expert tips on how to ensure your organization benefits from this sea change in philanthropy.

There will be an opportunity for Q&A as well!

More about our amazing presenter, Rudy Flesher!

At National Philanthropic Trust, the nation’s largest independent sponsor of donor-advised funds, Rudy helps donors and their financial, tax, and legal advisors to maximize lifetime and legacy charitable giving. He is passionate about helping donors to leverage their best assets, often illiquid assets that few charities are equipped to accept, to fulfill their charitable intent. As a Certified Exit Planning Advisor he educates business owners and their advisors on building charitable planning into their business exit. Prior to joining NPT, Rudy has experience as community foundation program officer and as a frontline fundraiser for small nonprofits. Rudy serves of the leadership committee of the Greater Los Angeles Chapter of the Exit Planning Institute as well as Board Secretary for the Southern California Council of Charitable Gift Planners.

You can connect with Rudy here on LinkedIN.

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
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