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Expert session: Are you DAF ready?

A practical intro to donor-advised funds for Canadian charities with Jeff Golby of WellFunded, the only platform connecting charities to every major DAF, foundation and wealth advisor in Canada


🎥 Recorded: Tuesday, September 22 - 12:00 PM ET / 9:00 AM PT

You've probably heard of DAFs, but what are they, really?

Donor-advised funds (aka DAFs) are unquestionably becoming a bigger part of the fundraising conversation. Many teams are still figuring out what they mean in practice, and that's OK!

Sit in with Jeff Golby for a practical introduction to the DAF landscape in Canada, what Canadian charities can do to prepare, and how you can participate in DAFday on October 8th.

In the session, we cover:

  • What donor-advised funds are and how they work

  • Why fundraisers should be paying attention

  • Common DAF misconceptions and gaps

  • Practical steps your team can take now

  • Q&A

Speakers

Jeff Golby

Jeff Golby CEO & Co-Founder,
WellFunded

Tim Brandl

Tim Brandl Product Marketing Director,
raisin

Speakers: Jeff Golby, Co-CEO & Founder, WellFunded; Tim Brandl, Product Marketing Director, raisin

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What to expect

DAFs, demystified


What donor-advised funds are, how they work and why they're growing fast here in Canada

Where teams get stuck


Some common misconceptions and readiness gaps that can cost orgs DAF contributions

What "DAF-ready" looks like


Steps you can take before, on and after "DAFday", upcoming on October 8th

Meet our speakers

Jeff Golby, Founder of WellFunded.io

Jeff Golby

CEO & Co-Founder, WellFunded

Jeff has sat on every side of the philanthropy table. He was part of the founding team at Charitable Impact, Canada's first online DAF, helping scale it from $3M to $115M in assets.

He's advised Canada's wealthiest families on complex charitable gifts, led a peer-to-peer fundraising technology startup, and spent a decade as CEO of Acts for Water, one of Canada's oldest clean water charities. These experiences gave him firsthand insight into the infrastructure gap between generous donors and the charities doing the work, and the conviction that technology could close it.

Jeff's LinkedIn ↗

Tim Brandl

Product Marketing Director, raisin

For more than ten years, Tim has supported charities and nonprofits across North America launch successful online fundraising campaigns at raisin Software.

His interest in social good began while studying political science at the University of Western Ontario (Western University) and continued through his graduate studies at Wilfrid Laurier University, where he focused on public opinion and political representation.

Tim's LinkedIn ↗

Join us for advice on Donor Advised Funds from a Canadian expert

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