This webinar explores how advisors and charities each use DAFs — and why understanding the other side’s role leads to better outcomes for everyone.
Many charities are feeling increased pressure as demand for services rises and fundraising becomes less predictable. At the same time, wealth advisors are helping donors structure their giving more intentionally through donor-advised funds (DAFs), now one of the fastest-growing ways to give in Canada and the U.S. Because DAFs are pre-funded and designed to support giving over time, they can help smooth volatility for charities while supporting thoughtful planning for donors.
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Mike Todd is a seasoned professional with extensive experience in both wealth management and philanthropy; he likes to say that he has worked on both Bay Street and Hastings Street. His passion for spreading the magic of generosity is evident in his work, most recently demonstrated by his launch of Transform Philanthropy.
At Transform Philanthropy, Mike dedicates his efforts to helping donors, wealth advisors, and charities with optimizing the giving, stewarding and receiving of philanthropic capital. He is an expert in leveraging the advantages of donor-advised funds, and he is committed to facilitating strategic and impactful philanthropic initiatives by leveraging strategic giving.
Mike can be reached at mike@transformphilanthropy.ca
*Event is online and in EST
Canada