Nonprofit Coach: and Everything DAF! Podcast

🎧 https://amzn.to/3JACx8eIn this episode, Ted sits down with Donna Callejon, a longtime philanthropy executive, board leader, consultant, and donor with decades of hands-on experience across community foundations, national DAF sponsors, and global giving platforms.Donna brings a grounded, candid perspective shaped by working on every side of the table, donor, nonprofit, intermediary, and advisor. This conversation moves beyond talking points to explore how DAFs function in practice, where they succeed, where they fall short, and what donors and advisors too often misunderstand.Together, Ted and Donna explore:Community foundations and national DAF sponsorsWhy smaller, community-based DAFs are often painted with the same brush as large national providers, and why those distinctions matter for donors, nonprofits, and advisors.What donors misunderstand about DAF limitationsHow legal, operational, and sponsor-driven constraints shape what DAFs can and cannot do, especially around for-profit entities, staffing, and complex or international giving.Why DAFs took off when they didHow wealth creation, national sponsors, technology, and the Pension Protection Act of 2006 combined to transform DAFs from a niche tool into the fastest-growing vehicle in philanthropy.Regulation, power, and political realityWhy major regulatory change is unlikely without a crisis, and how scale and influence shape the future of DAF policy debates.Impact beyond traditional grantmakingHow DAFs can support entrepreneurship, impact investing, and creative charitable structures when sponsors are willing to do the hard work of compliance and oversight.Technology’s promise and its limitsWhy ease of use matters for donors, but why tech-driven “baskets,” algorithms, and AI-curated giving often misunderstand how people actually give.The future of donor-advised fundsWhy growth is likely to continue, but success will increasingly depend on flexibility, customization, and sponsors willing to move beyond lowest-common-denominator models.This episode is thoughtful, pragmatic, and refreshingly honest. It closes out the year by challenging assumptions while reinforcing why donor-advised funds, used well, remain a powerful tool for modern philanthropy.

🎧 https://amzn.to/3JACx8eIn this thought-provoking episode, Ted is joined by Dr. Amir Pasic, Dean of the Indiana University Lilly Family School of Philanthropy, the world’s first school dedicated to the study and teaching of philanthropy. Known for bridging research and real-world practice, Dr. Pasic offers a rare academic perspective on donor-advised funds (DAFs), regulation, and the future of generosity.Together, Ted and Amir explore how philanthropy is evolving, the role of research in shaping giving behavior, and why DAFs represent both continuity and quiet revolution in how we give.Key themes in this episode include:Separating tax benefits from generosity: How DAFs empower donors to make more deliberate and impactful giving decisions.The evolution of giving institutions: Why DAFs mark one of the few major structural changes in philanthropy in decades.The “5% lesson”: How regulatory intentions for private foundations became unintended ceilings, and what future DAF regulations could learn from it.Local vs. national DAFs: The balance between the convenience of large providers and the deep community connection of local foundations.Generosity as innovation: How giving cultures can unlock creativity, risk-taking, and freedom in societies worldwide.Dr. Pasic’s insights challenge us to rethink generosity as both a personal act and a civic force, one that strengthens communities, inspires innovation, and shapes the next generation of philanthropy.Whether you are a donor, advisor, policymaker, or nonprofit leader, this conversation offers data-driven perspective, intellectual depth, and hope for a more generous future.

Welcome to this episode of The Nonprofit Coach: And Everything DAF! with your host Ted Hart, global philanthropy executive and author of The DAF Revolution: Making a Difference in Our Modern World.⁠https://amzn.to/3JACx8e⁠In this thought-provoking conversation, Ted is joined by Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University and one of the most respected voices in fundraising research. Dr. James has pioneered the study of donor psychology using experimental economics and even functional MRI brain scans, shaping the way nonprofits and advisors understand generosity.Together, Ted and Dr. James explore how the science of giving can empower donors, advisors, and nonprofits to create more meaningful and impactful philanthropy.Key themes in this episode include:Subjective similarity and storytelling – Why donors give more when they see themselves in the story of giving.The multi-step joy of DAFs – How donor-advised funds extend and enhance the experience of generosity.Advisors as trusted guides – Why financial advisors are uniquely positioned to foster charitable conversations.Building donor community – How reciprocal alliances and shared experiences lead to transformational gifts.This episode highlights Dr. James’ contributions to The DAF Revolution and his groundbreaking research that continues to redefine modern philanthropy. The DAF Revolution is available now on Amazon and wherever you buy your favorite books.Whether you are a donor, advisor, sponsor, or nonprofit leader, you will find practical insights and fresh perspective in this fascinating discussion.

Welcome to this episode of The Nonprofit Coach: And Everything DAF! with your host Ted Hart, global philanthropy executive and author of The DAF Revolution: Making a Difference in Our Modern World.https://amzn.to/3JACx8eIn this forward-looking conversation, Ted is joined by Adam Nash, co-founder and CEO of Daffy.org, a modern donor-advised fund platform on a mission to help people be more generous, more often. Recognized by Fast Company as one of the most innovative companies of 2024, Daffy is redefining charitable giving through behavioral finance, technology, and a fresh membership model.Together, Ted and Adam explore why everyone who gives should have a donor-advised fund and how new tools are making philanthropy more inclusive and engaging across generations.Key themes in this episode include:The power of pre-commitment – Why setting giving goals leads donors to give 32% moreGenerosity across generations – How families can use DAFs to pass on values and inspire children and grandchildrenDAF campaigns & workplace giving – New ways for donors and companies to amplify impactA new model for the sector – Why Daffy chose a membership-based approach over traditional asset-based feesThis episode highlights Adam’s contributions to The DAF Revolution and his vision for the future of generosity. The DAF Revolution is available now on Amazon and wherever you buy your favorite books.Whether you are a donor, advisor, sponsor, or nonprofit leader, you will find practical insights and fresh inspiration in this dynamic conversation.

Welcome to this episode of The Nonprofit Coach: Everything DAF! with your host Ted Hart, global philanthropy executive and author of The DAF Revolution: Making a Difference in Our Modern World.In this conversation, Ted sits down with Matt Nash, Executive Director of The Blackbaud Giving Fund, to explore how technology is reshaping donor-advised funds (DAFs) and transforming the way donors and nonprofits connect.Matt shares an inside look at the Blackbaud Giving Fund’s role as a donor-advised fund sponsor that powers workplace giving, peer-to-peer fundraising, and global charitable support. Together, Ted and Matt unpack how digital platforms are making giving easier, faster, and more transparent — “taking the sand out of the gears” of philanthropy.Key themes you’ll hear in this episode include:Technology-powered DAFs: How workplace giving platforms, peer-to-peer campaigns, and digital wallets are revolutionizing donor engagement.Ease and speed of giving: Why simple, mobile-friendly solutions encourage generosity and allow nonprofits to receive funds in days, not weeks.Opportunities and challenges for nonprofits: What it means to receive funds through intermediaries, the importance of registering with giving platforms, and strategies for better donor stewardship.Misconceptions about anonymity: Why more than 90% of DAF donors do provide their names and contact information — and how nonprofits can capture and use that data effectively.The dual nature of giving decisions: How DAFs separate the “head” (tax and financial planning) from the “heart” (personal values and causes) to foster more intentional philanthropy.Policy insights and wishes for the future: Why Matt and many others in the sector hope that Qualified Charitable Distributions (QCDs) from retirement accounts will one day be eligible for donor-advised funds.Practical advice for all stakeholders: How donors, advisors, and nonprofit leaders can leverage DAFs to strengthen relationships and amplify impact.Matt brings over a decade of experience helping nonprofits understand and engage with DAF donors, and in this episode, he offers clear, practical advice you can put to work immediately. From donor psychology to financial planning, from stewardship to technology integration, this conversation provides a roadmap for thriving in the fast-evolving world of donor-advised funds.Whether you are a donor seeking to give more effectively, an advisor guiding clients, or a nonprofit leader striving to engage DAF donors more strategically, you’ll find actionable takeaways in this episode.Join Ted Hart and Matt Nash as they shed light on how technology, trust, and DAFs are shaping the future of philanthropy.

He lectures around the world but now is here for you. From the latest in charity news, technology, fundraising, and social networking, Ted Hart and his guests help you maneuver through this economic downturn in the charitable sector to greater levels of efficiency and fundraising success. PAGE 2 GUEST EXPERT: Joanne Oppelt, MHA, is principal of Joanne Oppelt Consulting, LLC, is the creator of The Sustainable High ROI Fundraising System and co-creator of the Nonprofit Quick Guide series. She helps executive directors create vibrant fundraising cultures, adopt simple financial techniques, and find hidden resources to grow their agencies and advance their missions. During her twenty-five-plus years working in the nonprofit arena, she has helped numerous organizations build fundraising programs with high returns on investment, reducing their fundraising costs while raising more money. Joanne is the author of four books and co-author of fourteen. In addition, she has taught at Kean University as an Adjunct Professor in its graduate program. She is also a highly sought-after speaker and presenter. Joanne holds a master’s degree in health administration from Wilkes University, where she graduated with distinction. Her bachelor’s degree is in education, with a minor in psychology. On the Nonprofit Coach, we will explore Joanne Oppelt's new book Raising Lots of Money: Essential Measures to Grow Your Finances and Excel at Fundraising.

From the latest in charity news, technology, fundraising, and social networking, Ted Hart and his guests help you maneuver through these difficult times in the charitable sector to greater levels of efficiency and fundraising success. PAGE 2 Simone Joyaux, ACFRE, Adv Dip, FAFP, world-renowned fundraiser, author, board member, partner, icon, mentor, teacher, hero, and activist—passed away on Sunday, May 2. Simone was a guest on this Nonprofit Coach Podcast many times over the years. For her final episode, she directed the title would be “Nonprofit Coach: Simone Joyaux Uncensored Thoughtful, Inspirational Philanthropy.” If you knew her, I am sure you agree that title sums up her incredible career. She mentored me on the importance of this podcast, and on every episode, her passion for the fundraising profession, the success of all Boards of Directors, and all charities they serve were on display for all. Her unending drive for excellence flows through every episode. She and I spoke at the same events around the world for many years. We were both invited to participate in the 2000 AFP Faculty Academy (photo) and served on several committees together. When I reached out to her life partner Tom Ahern to ask if it would be ok to host this special edition of the Nonprofit Coach “In Celebration of Simone,” he said, “Of course, Ted!!! That would be wonderful.” Simone was unfailingly kind and tough all at the same time. Simone was riveting, inspirational, and a speaker of truth. Future generations of donors and fundraisers alike will reference and rely upon the wisdom in her many books and lectures. In this edition of the Nonprofit Coach, we share memories and the wisdom of Simone that future generations will benefit from. Join us, call in, and share as we gather “In Celebration of Simone.”

Click here for tedhart.com He lectures around the world but now is here for you. From the latest in charity news, technology, fundraising, and social networking, Ted Hart and his guests help you maneuver through this economic downturn in the charitable sector to greater levels of efficiency and fundraising success. PAGE 2 GUEST EXPERT: Kay Sprinkel Grace, FAFP, is passionate about philanthropy and has devoted the last thirty years to the nonprofit sector, providing seminal thought, habit-breaking strategies, challenges to board and staff, and reengineering the vocabulary of fundraising. Her seven books and frequent speaking engagements across the globe reflect her restless quest for an ever-improved capacity of organizations to truly serve their communities. Kay has received the Golden Gate Chapter of AFP Lifetime Achievement Award, the Fundraising Professional of the Year award from AFP Global and the Henry A. Rosso Medal for lifetime achievement in ethical fundraising from the Lilly Family School of Philanthropy. She has published seven books on a variety of topics related to leadership and fundraising. Visit www.kaygrace.org

Click here for tedhart.com He lectures around the world but now is here for you. From the latest in charity news, technology, fundraising, and social networking, Ted Hart and his guests help you maneuver through this economic downturn in the charitable sector to greater levels of efficiency and fundraising success. PAGE 2 GUEST EXPERT: James Mueller has been immersed in nonprofit sector leadership throughout his career—four decades of experience working with or serving on nonprofit boards. From higher education to health care to social service agencies, he has experienced every imaginable combination of good people trying to do good things through board service. As an author, lecturer, philanthropic and organizational strategist, and nonprofit governance expert, Mueller shares a lifetime of learning with nonprofit boards and executives. His work helping nonprofits advance their missions has earned him recognition nationally. He has worked with nonprofit board members ranging from the highest positions of success and prominence to local communities and neighborhoods, where good people with big hearts ensure the health and wellbeing of their nonprofits. Mueller writes from the heart. The pages of this book are filled with intelligent and practical advice interwoven with a lifetime of stories about working with nonprofit boards.

Click here for tedhart.com He lectures around the world but now is here for you. From the latest in charity news, technology, fundraising, and social networking, Ted Hart and his guests help you maneuver through this economic downturn in the charitable sector to greater levels of efficiency and fundraising success. PAGE 2 GUEST EXPERTS: Linda Lysakowski, ACFRE, Linda is one of approximately one hundred professionals worldwide to hold the Advanced Certified Fundraising Executive designation. Linda is the author of ten nonfiction books, a contributing author, co-editor, or coauthor of eleven others. She has also written three books of fiction. Linda has more than thirty years in the development field. She worked for a university and a museum before starting her consulting firm. In her twenty-five years as a philanthropic consultant. Joanne Oppelt, MHA is principal of Joanne Oppelt Consulting, LLC, a seasoned rainmaker with a distinguished track record of success. During her twenty-five-plus years working in the nonprofit arena, she built or rebuilt successful fundraising departments at every stop, helping her organizations grow capacity and more effectively fulfill their missions. Her extensive background in a variety of work roles and organizations enables her to understand the realities and challenges nonprofit practitioners face–both internally and externally. She is also a highly sought-after speaker and presenter. Joanne holds a master’s degree in health administration from Wilkes University, where she graduated with distinction.

Click here for tedhart.com He lectures around the world but now is here for you. From the latest in charity news, technology, fundraising, and social networking, Ted Hart and his guests help you maneuver through this economic downturn in the charitable sector to greater levels of efficiency and fundraising success. PAGE 2 GUEST EXPERT: Kay Sprinkel Grace, FAFP, author, international speaker and one of the most respected voices in the fundraising profession, has been named the 2020 Outstanding Fundraising Professional by the Association of Fundraising Professionals (AFP). The Outstanding Fundraising Professional award is the highest honor that AFP bestows upon one of its members, recognizing effective, creative and stimulating leadership, as well as the practice and promotion of ethical fundraising. Grace will receive the award on Tuesday, March 31, at AFP ICON 2020, the largest conference of professional fundraisers in the world, in Baltimore, Md. Since starting her own consulting firm, Transforming Philanthropy, in 1989, Grace has helped nonprofit organizations raise many billions of dollars to reach their annual and campaign goals through strategic support of their fund raising and board development efforts. She is an internationally recognized thought leader and innovator who has transformed the way boards and staff approach their philanthropic goals. Her board engagement program, “AAA” (Ambassador, Advocate, Asker) has transformed the way hundreds of boards throughout the world think about fundraising.

Find all our archives, books and resources at http://www.tedhart.com He lectures around the world but now is here for you. From the latest in charity news, technology, fundraising and social networking, Ted Hart and his guests help the charitable sector to greater levels of efficiency and fundraising success. Page Two Expert: Michele Hall-Duncan, President & CEO of the enCourage Kids Foundation. Michele began her career at enCourage Kids as a volunteer and joined the foundation staff full-time in 1996. Her passion and warm personality, combined with her leadership expertise, eventually led to her rise in the organization and under her direction, the Programs department immediately began to flourish. In addition to overseeing the growth of the Pediatric Hospital Support Program, Michele is responsible for the creation and development of the Tablet program, which became one of the organization’s most sought-after and valuable programs. The relationships she has fostered over the years with Child Life staff and all levels of hospital administration, have helped her to develop an integral understanding of their needs and has helped position the organization to be on the forefront of state-of-the-art programming. Michele is a Trustee of the Children’s Specialized Hospital Foundation where she serves as Board Secretary and Chair of the governance committee. She also serves on the Advisory Board of one of the nation’s leading anti-bullying organizations, STOMP Out BullyingTM, and is a board member of the New York City chapter of the Association of Fundraising Professionals where she also serves on the Professional Advancement Committee. A native of Flint, Michigan.

Click here for tedhart.com He lectures around the world but now is here for you. From the latest in charity news, technology, fundraising and social networking, Ted Hart and his guests help you maneuver through this economic downturn in the charitable sector to greater levels of efficiency and fundraising success. PAGE 2 GUEST EXPERT: Patrick Schmitt is a leading innovator in the field of fundraising and social impact. From 2009-2010, Patrick ran email fundraising for President Obama, where his team invented many of the existing best practices in digital fundraising. He served as Head of Innovation at Change.org, helping to grow that organization to 200 million members in just four years. Patrick is the co-founder of FreeWill, a social venture which has helped organizations raise more than $650 million in new planned gifts and qualified charitable distributions. Patrick and his co-founder Jenny were recently named two of the Top 50 Philanthropists in the World by Town & Country. Patrick received his Bachelors of Science from Georgetown University and an MBA from Stanford University.