New Interactive Workshop! Eliminate Confusion and Raise More Major Gifts: A Practical Workshop on Donor Advised Funds

If You Register and Cannot Attend, You Will Get the Workshop Recording, Slides, and Bonus Materials 
 

Workshop Date & Time:      

Thursday, May 21st, 1pm - 3pm ET

This Workshop is Perfect for you if:

You've heard the term "Donor Advised Fund" come up in conversations — maybe more and more lately — but you're not entirely sure what to say, what to ask, or how to guide your donor conversations. You're not alone.

DAFs have become one of the fastest-growing giving vehicles in philanthropy, and yet many nonprofit leaders still feel uncertain about how they work, what role they play in a donor's giving strategy, and — critically — how to make sure your organization isn't missing out on gifts that are already sitting in a donor's fund waiting to be directed.

This workshop is designed specifically for nonprofit professionals who want to close the knowledge gap around Donor Advised Funds so they can show up more confidently in major gift conversations, strengthen donor relationships, and ultimately raise more money for the causes they champion.

During This Nonprofit Workshop, You Will Create:

By the end of this workshop, you will walk away with a personalized DAF Donor Engagement Action Plan — a concrete, ready-to-use document that outlines how you will identify DAF donors in your portfolio, ensure your organization is set up to receive and track DAF gifts, and initiate or deepen conversations with major gift prospects who use this giving vehicle.

During This Nonprofit Workshop, You Will Learn:

• What a Donor Advised Fund actually is — and just as importantly, what it is not — so you can speak about it clearly and accurately with donors and colleagues
• How to identify which donors in your portfolio may already have a DAF and how to open that conversation naturally and confidently
• How to set your organization up to properly receive, acknowledge, and steward DAF gifts so donors feel seen and valued
• How to incorporate DAF conversations into your major gift cultivation and solicitation strategy in a way that feels authentic — not transactional
• How to leverage DAFs - and the people who manage them - as bridges to larger, transformational gifts by understanding how they fit into a donor's broader philanthropic planning

During This Nonprofit Workshop You Will Be Responsible For:

• Actively participating in small group breakout discussions and bringing your real-world questions and scenarios to the table
• Completing hands-on exercises during the workshop designed to help you immediately apply what you're learning
• Engaging with live coaching moments from Hannah Berger, The Philanthropy Coach — come ready to be coached and to learn from others being coached

📢 You must attend the full live session to walk away with your completed DAF Donor Engagement Action Plan and the full intended outcome of this workshop

You’ll Get These BONUS Materials:

1. DAF Due Diligence Checklist — A step-by-step checklist to ensure your organization is set up to receive, track, and acknowledge DAF gifts correctly
2. DAF Donor Engagement Action Plan Template — The fillable template you'll complete during the workshop, yours to keep and implement right away
3. The workshop slides
4. The workshop recordings

About Your Topic Experts:

Hannah Berger, The Philanthropy Coach, is uniquely qualified to teach this workshop because:

• She has deep, hands-on experience in major gift fundraising and donor cultivation - as a former CDO, current board member and consultant -  at nonprofit organizations
• She has directly navigated DAF conversations with donors and has helped organizations identify and close DAF gifts
• She brings a coaching lens to fundraising education — meaning participants don't just learn content, they practice applying it in real time

Hannah Berger is the founder of The Philanthropy Coach, a practiced leadership coach and fundraising strategist who works with nonprofit leaders to build confidence, sharpen their skills, and raise more money for the causes they love. With more than two decades of experience in frontline fundraising and coaching, Hannah has helped countless development professionals demystify complex topics — including Donor Advised Funds — and turn that knowledge into real donor conversations and closed gifts. Known for her warm, practical, and highly interactive teaching style, Hannah created this workshop because she believes that every fundraiser deserves to walk into a major gift conversation feeling fully prepared, no matter the giving vehicle on the table.