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A Deep Dive Into the Latest Research on Donor-Advised Funds

Presented by: Lisa Barr and Patrick Schmitt

A generational transfer is underway in the U.S. that is both shifting wealth and reshaping family philanthropy. More and more, families are using donor-advised funds (DAF) to manage their charitable giving. In 2022 alone, more than $85 billion was contributed to DAFs by individuals and families with charitable intent. DAFs are changing the game for advisors and nonprofit giving officers when it comes to strategic and impactful conversations about generational giving and family legacy. This session offers a deeper understanding of the trends driving DAF giving, including a first look at findings from National Philanthropic Trust’s DAF Report. Take away data-backed insights and expert tips on how to ensure your organization benefits from this sea change in philanthropy.

Meet Lisa Barr:
Lisa Barr, CAP® is Senior Director, Head of U.S. West at National Philanthropic Trust (NPT). NPT is the largest independent provider of donor-advised funds, with a mission of providing philanthropic expertise to donors, foundations, and financial institutions. Based in the San Francisco Bay Area, Lisa cultivates relationships with financial advisors, providing consultative support to help clients achieve their philanthropic goals. 

Prior to joining NPT, Lisa was Director of Philanthropic Entrepreneurship at Silicon Valley Community Foundation. She has also held executive director and fundraising roles at nonprofit arts organizations, and serves as the Vice President of the Board of Directors of the Northern California Planned Giving Council. Lisa earned a Master of Business Administration from Boston University Questrom School of Business and a Bachelor of Music from Vanderbilt University.

Meet Patrick Schmitt:
Patrick Schmitt is co-CEO of FreeWill, a charitable giving platform that makes it easier for nonprofit fundraising teams to unlock transformational gifts. To date, FreeWill has generated over $9 billion in new gift commitments for thousands of nonprofit organizations. Patrick hosts FreeWill’s popular webinar series, educating thousands of nonprofit fundraising professionals each month about planned and non-cash giving strategies.

Before FreeWill, Patrick was the Head of Innovation at Change.org, where he helped grow the organization to 100 million users in four years. Prior to that, he ran email marketing for President Obama and served as Campaign Director for MoveOn.org.

Pricing for individuals: $35 for members (log in to see member pricing); $79 for non-members Not yet a member? Join today and access member discounts.

Pricing for groups: $149 for councils; $209 for organizations The group host will receive one Zoom access link. [Group webinar FAQs]

$79.00
Event Type: 
Webinar
Purchase Type: 
Individual
Date of Event: 
Tuesday, March 18, 2025 - 13:00