You will gain get insights from a wealth adviser and two nonprofit professionals who regularly work with DAF donors. They’ll share simple steps to get started, tips for engaging sponsoring organizations, and proven tactics that attract gifts from donor-advised funds.
You'll learn from these experts:
Stephanie C. Buckley is the Head of Trust Philanthropic Services within the Wealth & Investment Management division at Wells Fargo Bank. She leads a national team of specialized philanthropic advisors who help charitable individuals and families work toward their unique philanthropic goals.
Susan Murray leads Year Up’s revenue teams and serves as an officer of the company and a member of the executive team. She is responsible for creating and executing a strategy to fund Year Up’s operations, growth, and innovation; working closely with Fortune 500 companies and philanthropic investors.
Diana Reid has a diverse background with experience in both the business and academic sectors. She is currently the Director of Development and Alumni Relations at the Connecticut State Community College Manchester campus. Working at a community college, Diana is accustomed to wearing many hats and working on a shoestring budget.
This session will include live captioning and ASL interpretation. To request other accommodations, please email copevents@philanthropy.com or call 202-466-1032.
