Coffee Chat
Monthly Planned Giving Conversations
Coffee Chat is a monthly, informal webinar series from Planned Giving Marketing designed to help development professionals build confidence with core planned giving tools, donor conversations, and real-world implementation.
Each session is hosted on the last Thursday of the month at 2:00 p.m. ET and includes practical examples and time for Q&A.
April Session: DAFs – Understanding how DAFs work and the process of making an advised gift
Thursday, April 30 @ 2pm ET
Donor-advised funds, or DAFs, are a simple and flexible way for donors to support the causes they care about. A donor contributes assets to a sponsoring organization, receives the appropriate tax benefit at the time of the gift, and then recommends grants to qualified charities over time.
DAFs are popular because they offer convenience, flexibility, and the opportunity to plan charitable giving in a thoughtful, long-term way. For donors and their advisors, they can serve as an effective tool for managing philanthropy, family giving, and legacy goals.
You’ll learn:
DAF Basics and Why Donors use dafs
how donors and advisors view dafs
rules and regulations surrounding dafs
What DAFs can and can not be used for
How to record DAF gifts in your database
Upcoming Coffee Chat Topics
Donor Psychology
A practitioner-friendly look at Russell James’s research on how donors think about legacy, mortality, and “autobiographical heroism,” and what that means for your messages and stories.
Aging Donors
A short version of our “Speaking in Ages” framework to help you tailor outreach and gift conversations to different life stages.
Appreciated Stock
Technical basics of stock gifts, timelines, and the internal steps you need to accept, process, and acknowledge these gifts well.
Bequest Intentions
Best practices for documenting, recording, and stewarding bequest commitments and keeping legacy donors engaged over time.
We want to hear from you.
Let us know which topics you are most interested in or if we have missed any you’d like to learn more about.