Getting Oriented

A DAF's Beauty is in the Eye of the Donor

Carlos Byrne and Sindy Craig

THURSDAY, OCTOBER 18, 2:00 – 3:00 p.m.

Foundational

Donor Advised Funds have become one of the most popular vehicles utilized for philanthropic giving. Why is this occurring, and how can charities benefit from this mega-trend? We will explore these questions and more by reviewing current DAF “rules of the road,” examining the attraction of DAFs, and discussing creative ways DAFs are being utilized by donors. The focus will then shift to potential strategies for fundraisers and their organizations to leverage DAFs and DAF donors. This portion of the presentation will be a forum where audience members are encouraged to share their experiences, ideas, questions, etc.

Learning Objectives

  1. Explain DAF rules and the tax incentives for using them.
  2. Describe why DAFs are attractive to donors, as well as recognizing some of the creative ways that DAFs are being utilized.
  3. Develop and share strategies around using DAFs in support of fundraising efforts.

 

CFRE: Approved for 1 point  

CFP: Approved for 1 point 

CAP: Approved for 1 hour CE Credit 

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Carlos Byrne

DIRECTOR OF RELATIONSHIP MANAGEMENT, BNY MELLON WEALTH MANAGEMENT

Carlos Byrne is a director of relationship management for BNY Mellon’s Planned Giving group. In this role, he manages client relationship teams responsible for the oversight and administration of planned giving programs. Carlos also co-founded and oversees the operations of the BNY Mellon Charitable Gift Fund, a donor advised fund. Prior to joining BNY Mellon in 1997, Carlos worked as a human resources manager at Time Warner.

Carlos received a bachelor’s degree from Cornell University, a master’s degree from Baruch College (CUNY), and is a Chartered Advisor in Philanthropy®. He is currently a Board member of the National Association of Charitable Gift Planners. He is also a member of the Planned Giving Group of New England and has served on their Executive Board.

Sindy Craig

DIRECTOR OF PLANNED GIVING, THE SAN FRANCISCO FOUNDATION

Sindy L. Craig, J.D., LL.M., is the director of planned giving at The San Francisco Foundation, one of the country’s oldest and largest community foundations. Sindy is a passionate charitable gift planner and director of planned giving who enjoys working with donors and families to create current and future giving plans. Sindy has 25+ years of nonprofit experience and diverse major and planned giving fundraising experience within higher education, health care and community foundation fundraising environments. In her current position, Sindy oversees legacy, endowment and nonprofit fund programs, using a variety of gift structures to help donors accomplish their charitable goals. Previously, Sindy led integrated major and planned giving efforts during campaign initiatives ($250 million to $2.5 billion) for The Ohio State University Wexner Medical Center and the University’s (7) Health Science Colleges, Kenyon College and the University of Vermont. Sindy began her gift planning tenure at Middlebury College.

Sindy is a graduate of Bowling Green State University. She earned a J.D. from the University of Oklahoma and an LL.M. in taxation from the University of Washington. Sindy serves as a board member of the National Association of Charitable Gift Planners and the Northern California Planned Giving Council and is a past board member and chair of the education committee of the Central Ohio Planned Giving Council. Sindy is a member of the state bars of Oklahoma and Washington and a leader within the Junior League of San Francisco.