Description
Presented by ClifftonLarsonAllen
Drawing on research compiled by Chariot, a fintech company focused on DAF payments, and K2D Strategies, this session examines real‑world giving patterns and behaviors tied to DAF distributions.
Attendees will gain practical, mission‑focused insights to better engage donors who increasingly use DAFs as a preferred giving vehicle, while also navigating the compliance and operational complexities that come with these gifts.
At the end of the session, you'll be able to:
- Identify key trends shaping how and when charities are receiving DAF gifts
- Discuss leading practices for tracking, reconciling, and properly acknowledging DAF contributions
- Recall well-established ideas to reduce donor friction and unlock additional giving through DAFs
- Identify the critical compliance considerations every organization should understand when accepting DAF funding