Date: Tuesday, November 19, 2024 12:00 PM - Tuesday, November 19, 2024 1:00 PM
Overview
Please welcome Melissa Bank Stepno as she discusses Donor Advised Funds (DAFs) and how to use DAFinitive™ when researching prospects.
Donor Advised Funds (DAFs) are transforming the landscape of nonprofit fundraising, influencing donor behavior, shaping studies like Giving USA, drawing attention on Capitol Hill, and changing the way that we approach prospect research. But what are they? Why are they growing so quickly? What should we be thinking about when we are researching a prospect with a DAF? We will explore all of these questions in this session.
Speaker
Melissa Bank Stepno
President & CEO
The Helen Brown Group
Melissa Bank Stepno is the President & CEO of The Helen Brown Group, a prospect development consulting firm, and Managing Director of DAFinitive®, an online research tool for donor advised funds. Melissa also serves as an instructor for the Rice University Suzanne M. Glasscock School of Continuing Studies Center for Philanthropy and Nonprofit Leadership. Based in NH, Melissa served on the Apra board, having led the organization as President from 2021-2022. She is also a previous NEDRA board member and has received NEDRA’s Ann Castle Award, which acknowledges outstanding effort or achievement in the field of development research or related fields.
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