Leveraging Donor Advised Funds for Fundraising Success
August 12 @ 10:30 am - 12:00 pm
Gain clarity around donor-advised funds and how use them to our advantage in fundraising to support our organizations’ missions!
TVNPA welcomes Lisa Barr from the National Philanthropic Trust and David Russo from Catholic Charities of Santa Clara County as we explore how donor advised funds (DAFs) can play a key role in funding organizations. Major gift and planned giving officers, development professionals and nonprofit leaders will learn essential information pertaining to DAFs, gaining a deeper knowledge and solid framework to enable them to speak with confidence about this gift vehicle.
Attendees will not only learn of the the benefits of working with DAFs to increase philanthropic commitments to their charities, but also how a DAF can accept complex assets. Join us as we explore how to use DAFs to bring multiple generations into the philanthropic conversation and the many ways that DAFs can be used for estate planning purposes and more.
Lisa joined National Philanthropic Trust in January 2020 as Regional Director serving the Western U.S. She provides charitable planning expertise to donors and their advisors to accelerate giving and unlock unavailable assets for social good. Lisa brings more than 14 years of philanthropic experience to her role. She previously served as Director of Philanthropic Entrepreneurship at Silicon Valley Community Foundation and has held executive director and development positions in nonprofit arts organizations.
Lisa earned a Master of Business Administration from Boston University Questrom School of Business and a Bachelor of Music from Vanderbilt University. She is currently pursuing the Chartered Advisor in Philanthropy (CAP®) designation. Lisa is a frequent speaker on philanthropic topics for audiences of financial, legal, tax, and nonprofit professionals. She has presented on charitable gifts of non-cash assets and nonprofit revenue stream diversification, among other topics, at the Conference on Charitable Giving, convened gatherings of The Advancement Network, and elsewhere. Lisa has written articles for NPT on topics including impact investing and strengthening client-advisor connections in the midst of the COVID-19 pandemic.
David is the Senior Director of Planned Giving and Corporate Relations for Catholic Charities of Santa Clara County. He is responsible for building and stewarding relationships with donors and with estate and financial planning professionals to provide information about Catholic Charities’ programs and services to end poverty and build strong families in Santa Clara County. He coordinates suggestions for planned giving vehicles and gift plans to facilitate constituent desires to put an end to poverty. He also acts as corporate relations manager, facilitating partnerships between socially responsible bay area companies and the poverty alleviation work of Catholic Charities.
David brings over fourteen years of charitable gift planning experience. Prior to Catholic Charities, he was the Director Estate and Gift Planning for the American Cancer Society, Inc. serving the Silicon Valley and Central Coast regions and the Planned Giving Associate at Silicon Valley Community Foundation. While there, he established their charitable gift annuity program, facilitated the highly successful real estate gift platform and administered their $50 million remainder trust portfolio.
David currently serves as board chair for Starting Arts, sings tenor in Symphony Silicon Valley Chorale and is legacy giving mentor for the Tri-Valley Nonprofit Alliance.