Understanding Donor Advised Funds and How to Attract More DAF Donors

370 E 84th Drive, Suite 100,Merrillville IN 46410

15 March, 2023

Description

Understanding Donor Advised Funds and How to Attract More DAF Donors Speakers: Erica Fizer Katsepas, Legacy Foundation and Amy Sexton, Convergent Nonprofit Solutions Agenda: 11:45 a.m. - arrival / Lunch catered by Chipotle 12:15 - 1:15 p.m. - presentation / Q&A Description: Join us for an interactive session discussing Donor Advised Funds. During the presentation you'll learn about Donor Advised Funds, how they function from the donor's perspective, and how to attract more Donor Advised Fund gifts to your organization. This session is hosted by Legacy Foundation in partnership with Convergent Nonprofit Solutions. Full participation in A Pipeline for the Future - Building a Strong Qualification Program and Active Mid-Level Giving is applicable for 1 point in Category 1.B - Education of the CFRE International application for initial certification and/or recertification. About Erica Fizer Katsepas - Donor Engagement Director for Legacy Foundation Erica Fizer Katsepas is the Donor Engagement Director for Legacy Foundation, Inc., the community foundation for Lake County, Indiana. In her position, Erica works closely with the Foundation's existing and prospective donors to share the impact of grants and promote philanthropy. Previously, Erica served as Legacy Foundation's Director of Marketing and Communications, where she developed inclusive marketing campaigns and strategies to articulate the Foundation's work to a diverse group of residents and community leaders. Erica received a B.A. in Journalism from Indiana University Bloomington, and a M.P.A. in human services and Graduate Certificate in nonprofit management from Indiana University Northwest. She is an active member of her community, serving as Chair of Indiana Blacks in Philanthropy and a member of the Merrillville Rotary Club. In her free time Erica enjoys exploring Northwest Indiana with her husband, daughter, and dog. About Amy Sexton, CFRE - Senior Funding Strategist & Philanthropic Advisor for Convergent Nonprofit Solutions Amy comes from a strong consulting background assisting nonprofit organizations of all sizes from different sectors and locations across North America in strategic planning, creating sustainable individual giving programs, board development, major and planned giving, as well as organizing, implementing, and managing major capital and endowment campaigns, annual appeals and general development structure reorganization. Both from an executive leadership position and in the field, Amy’s experience includes developing fundraising strategies, donor qualifications and cultivation, solicitations, and stewardship. Amy has designed and managed many significant capital campaigns in the US and Canada. She has set benchmark goals, authored case statements, written solicitation scripts, and designed cultivation strategies as well as doubled prospect pools. Amy has worked with hundreds of nonprofits as a consultant on attaining transformational gifts through cash, pledges, and planned giving vehicles. Amy has also worked in collaboration with the Directors of Stewardship, Stewardship Committees, boards and faculties to engage a nonprofit’s constituency and improve community relations. She has trained over 350 committees on all elements of successful campaign management including managing a donor portfolio, assessing appropriate ask amounts, designing a pipeline, cultivating donors, and conducting effective solicitations and planned giving vehicles totaling over $500 million.