2019 Forum on Strategic Fundraising: Building Generosity

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Donor Advised Funds and Working with Seattle Foundation

Speaker: Jennifer Lee, Seattle Foundation & Stephen Robinson, Seattle Foundation

Track: Career Advancement

Time: Friday, June 7 2:45 p.m. - 4:00 p.m.

Presentation Description:

In recent years, Donor Advised Funds have gained tremendous popularity among donors. And yet, many questions and misconceptions remain about DAFs and working with donors who give through DAFs. The session will cover the basic elements of DAFs and aim to demystify this now-popular giving vehicle.

Since 1946, Seattle Foundation has been serving the community and our region as a community foundation. With over $1 billion in charitable assets and committed bequests, Seattle Foundation works with philanthropists and community partners, awarding more than $100 million annually to nonprofit organizations. The session will provide an overview of what Seattle Foundation does and how it works, and include an interactive exercise on Giving with Impact, Seattle Foundation’s advising curriculum for family philanthropy. It will also offer guidance and tips on how to work with philanthropic advisors, and will feature a philanthropist who has worked with and maintained a successful relationship with one of the presenters.


Key Take-Aways:

Shop Size: Suitable for any size shop

Expertise Level: Suitable for all levels

About the Speakers

Jennifer Lee has spent more than a decade working for and with nonprofit organizations to implement sustainable fundraising practices and build and strengthen infrastructure and systems. She enjoys building trust with donors and community partners to direct resources in a meaningful way and values an inquisitive and collaborative approach to addressing community needs. She works as a philanthropic advisor at Seattle Foundation and serves on the board of Seattle Chamber Music Society.

 

Stephen Robinson has worked as a philanthropic advisor at Seattle Foundation since 2014, bringing his drive for innovation, background in youth development, and experience both locally and abroad to the Philanthropic Services team. He advises individuals, corporations, and multi-generation families on effective philanthropic strategies that are informed by their values and reflect the needs of the community. Stephen completed an MPA at the Evans School of Public Policy and Governance.

  

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Interpreter services are available upon request during registration.