Connecting with Donor-Advised Fund Donors: Insights & Actionable Tips 

Our local meetings provide a forum to share expertise, ideas and knowledge. In addition, our programs offer our members and the community timely information about giving trends, financial strategies, donor behaviors and marketing.

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Your Lone Star Council CGP is back and in person for our 2021-2022 professional development series, with social distancing and safety protocols in place, on the campus of ACH Child and Family Services, 3712 Wichita St, Fort Worth, TX 76119. 

ABOUT OUR PROGRAM: How to Connect with Donor-Advised Fund Donors: Insights & Actionable Tips. More than ever, donors are turning to donor-advised funds, or DAFs, to support their favorite charities, even in times of unprecedented uncertainty. Who are these donors and how can you connect with them? To learn more about DAF donors and how to reach them, please join Brandon O’Neill, charitable planning consultant with Fidelity Charitable, for actionable tips that any fundraising professional can use to start cultivating relationships with donors who use this popular giving platform.

ABOUT OUR MODERATOR: Brandon O’Neill, CFP, CAP, is a Charitable Planning Consultant for Fidelity Charitable, an independent public charity that has helped donors support more than 328,000 nonprofit organizations with nearly $55 billion in grants since its inception in 1991. The mission of Fidelity Charitable is to further the American tradition of philanthropy by providing programs that make charitable giving simple, effective and accessible. In this role, Brandon serves as a premier resource for charitable planning in Texas, Oklahoma, Louisiana and Arkansas. Prior to joining Fidelity Charitable in 2013, Brandon spent five years at Fidelity Investments on both the retail and institutional side. He received a bachelor’s degree in business from Texas Christian University and holds Certified Financial Planner (CFP) and Charter Advisor in Philanthropy (CAP) designations. 

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ANNUAL SUBSCRIPTION REGISTRATION AVAILABLE: Save time by registering for our remaining five online meetings at once! Not sure if you'll be attend? If you can't make it, notify the office, lonestarcouncilcgp@gmail.com, and send someone in your place. (October 19, 2021, November 16, 2021, January 18, 2022, February 22, 2022, and April 19, 2022).

Click "Register Now" and select Subscription Rates for 2021-2022
$175 Members/$250 Non-Members for five meetings.