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UID:10011259-1783605600-1783609200@www.freelivecpe.com
SUMMARY:Donor‑Advised Funds: What Data Reveals — and What Charities Need to Know
DESCRIPTION:Donor‑Advised Funds (DAFs) saw a sharp and much‑anticipated surge in late 2025\, driven in part by tax law changes under HR1. While much of the conversation focuses on dollars flowing into DAFs\, fewer insights exist on what happens next — where those funds ultimately land and what that means for nonprofits. \n\n\n\nDrawing 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. \n\n\n\nAttendees 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. \n\n\n\nLearning objectives\n\n\n\nAt the end of the session\, you will be able to: \n\n\n\n\nIdentify key trends shaping how and when charities are receiving DAF gifts\n\n\n\nDiscuss leading practices for tracking\, reconciling\, and properly acknowledging DAF contributions\n\n\n\nRecall well-established ideas to reduce donor friction and unlock additional giving through DAFs\n\n\n\nIdentify the critical compliance considerations every organization should understand when accepting DAF funding\n\n\n\n\nWho should attend\n\n\n\nThis session is designed for nonprofit finance\, advancement\, and compliance leaders seeking stronger controls and smoother processes for DAF gifts. \n\n\n\nQuestions?\n\n\n\nContact CLA’s meetings\, events\, and experience team at CLAevents@CLAconnect.com. Fill out the registration and you’ll receive an email with the webinar recording and slides following the event. Recorded webinars are not eligible for CPE. \n\n\n\nCPE\n\n\n\nRecommended CPE: 1 credit\, FinancePrerequisites: NoneProgram level: OverviewAdvance preparation: NoneDelivery method: Group Internet Based \n\n\n\nView CPE sponsorship information
URL:https://www.freelivecpe.com/event/donor-advised-funds-what-data-reveals-and-what-charities-need-to-know/
LOCATION:Free Live CPE Webinars\, New York\, NY\, 10001\, United States
CATEGORIES:Finance
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