DAF to DFA: Donor Advised Funds – Don’t Forget to Ask

Track
Development & Membership
Start Day and Time
Sunday May 7 2:30-3:45 p.m.
Venue and Meeting Room
127 America's Center
Description
Donor Advised Funds (DAFs) have continued to grow as a major source of giving since the 1990s. Considering DAFs are now the preferred choice of giving vehicle among a broad base of donors, combined with the sustained growth in the number of new DAFs and individual DAF accounts, museum and philanthropic advisors must work together to assure their investors/patrons are stewarded correctly. Join leading peers from diverse institutions, community foundations, and legal professionals for a conversation about preserving and strengthening important relationships to assure win-win results for all.

Development and Membership track generously supported by Blackbaud

Learner Outcome
  1. Learn about DAF 101, including tax issues related to membership and sponsorship and how to work effectively to meet the needs of the donor, the museum, and the IRS.
  2. Learn how gift officers/executive directors should work with community foundation leadership and other DAF advisors for mutual benefit.
  3. Learn how to maximize impact by creating transformational giving via partnerships between philanthropic advisors, gift officers, and donors.
Speakers
Presenter: 
Anna von Gehr
Role: 
Presenter
Title: 
Senior Director of Development
Organization: 
John & Mable Ringling Museum of Art
Bio
Anna E. von Gehr joined Florida State University in 2013 as the chief development officer for the FSU Cultural Center and The John & Mable Ringling Museum of Art. In her short tenure, she has reorganized the development operation which has more than doubled fundraising results for the past two years. She serves as an executive staff member of The Ringling providing administrative oversight for marketing, membership, and development. Her primary focus is on a major capital campaign, one of the priority goals part of Florida State University's $1 billion campaign.
Presenter: 
Bobby Sanderson
Role: 
Moderator
Title: 
Director, Campaigns and Major Gifts
Organization: 
Saint Louis Art Museum
Bio
As Director of Campaigns and Major Gifts at the Saint Louis Art Museum, Bobby is responsible for establishing and expanding individual giving programs, growing the Museum's giving base, major gifts, annual fund and endowment programs while celebrating and stewarding those donors who supported the Museum's recent $160 million-plus campaign. He is an advocate for cultivating strong board leadership and its critical role in fundraising.
Presenter: 
Matthew Perlow
Role: 
Presenter
Title: 
Attorney
Bio
Specializing in estate and gift tax planning, Matt practices within the Financial Services industry team. He assists clients in the formation, compliance and administration of tax-exempt organizations. His strategic advice guides the following: estate and succession planning for family businesses; probate and trust administration; charitable planning; and income taxation of trusts and estates.
Presenter: 
Meghan Mortensen
Role: 
Presenter
Title: 
Director of Development Information Services
Organization: 
California Academy of Sciences
Bio
Meghan Mortensen is the Director of Development Information Services at the California Academy of Sciences in San Francisco. In this leadership position, she works closely with a 27-member team to raise philanthropic gifts to support the Academy's public museum (1.5 million visitors/year) as well as world-class scientific research, education programs, and sustainability initiatives. After creating the Development Information Services department following the Academy's grand re-opening in 2008, Meghan oversees all contributed revenue financial management, prospect research, prospect and donor moves management, on-line fundraising initiatives, as well as cultivating a robust member to donor conversion pipeline through strategic data analysis. Since 2013, the Academy has raised more than $110 million from individuals, corporations, foundations, and civic supporters committed to partnering with the Academy to deliver on its mission to explore, explain, and sustain life on Earth.
Presenter: 
Veronica Brady
Role: 
Presenter
Title: 
Senior Vice President for Philanthropy
Bio
Veronica Brady guides Gulf Coast Community Foundation's work with over 700 generous families, individuals, and businesses. She focuses on collaboration, impact, and sustainability through engagement in Gulf Coast's mission and the needs of the region to help donors leverage their giving. She develops innovative fund strategies and helps families expand their current giving to build a charitable legacy.