UW NEXT Webinar: Leveraging Relationships with Community Foundations & Donor Advised Funds скачать в хорошем качестве

UW NEXT Webinar: Leveraging Relationships with Community Foundations & Donor Advised Funds

In this installment of our Planned Giving Webinar series, United Way NEXT is proud to welcome Kristi Shepard, Director of Foundation & Gift Planning at United Way of Dane County. Kristi is a UW NEXT member & serves as a Planned Giving Faculty volunteer and mentor. She began her UW journey more than 25 years ago as the Assistant Director of Leadership Giving of UWDC. She has since led all aspects of the organizations leadership giving programs. Partnering with two UW NEXT Planned Giving Faculty members, Eve Powell and Jeffrey Stec, this informative session: • Defined Community Foundations • Covered United Way Endowments • Shared Samples of United Way & Community Foundation Partnerships • Suggested 4 Ways to Deepen Relationships Between UWs & CFs • Explained What a Donor Advised Fund Is • Described Which Assets Can Be Contributed to DAFs • Answered Why to Seek Out DAF Donations • Talked About How to Secure DAFs • Provided a List of Donor Benefits • Compared Family Foundations & DAFs What's NEXT? 💙 Join a community of United Way professionals at https://www.unitedwaynext.org/join-re... 💙 Register for an upcoming event at https://www.unitedwaynext.org/events.... 💙 Follow us on social media!   / uwnext     / uwnext     / unitedwaynext