Nonprofit Coach: and Everything DAF! Podcast

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 insightful conversation, Ted is joined by Rebecca Moffett, President of Vanguard Charitable, one of the nation’s largest and most respected donor-advised fund sponsors. Under Rebecca’s leadership, Vanguard Charitable is redefining what it means to make strategic, high-impact giving accessible to donors at every level.Together, Ted and Rebecca explore how DAFs can be leveraged to create resilient philanthropy, advance donor goals, and maximize charitable impact in a rapidly changing landscape.Key themes in this episode include:Strategic philanthropy in practice – How Vanguard Charitable helps donors move from good intentions to measurable outcomes.Recoverable grants and innovation – Why new models are expanding the tools available for donors and nonprofits alike.Building a resilient culture of giving – Insights into how DAFs support long-term donor engagement and sector-wide impact.Accessibility and trust – What makes DAFs powerful for both new and seasoned philanthropists.This episode highlights Rebecca’s contributions to The DAF Revolution and her vision for the future of donor-advised funds. 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: 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 special launch-day 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.In this milestone conversation, Ted is joined by Joe Fisher, President and CEO of REN, a leading philanthropic technology firm entrusted with more than $20 billion in charitable assets. Joe is also the author of the Foreword to The DAF Revolution and a driving force behind efforts to modernize how advisors and donors engage with philanthropy.Together, Ted and Joe explore what is next for donor-advised funds and why this moment signals a turning point for the sector.Key themes in this episode include:A call for clarity and simplicity – Why transparency, intuitive tools, and advisor empowerment are essential to building trust in the next generation of givingThe rise of “DAF 2.0” – How evolving client expectations are transforming the sector, from custom platforms to sponsor solutionsThe advisor advantage – How financial professionals can ask the right questions and connect clients with the right toolsBringing The DAF Revolution to life – Joe shares why he chose to support the book, what message it delivers to the sector, and how it aligns with REN’s mission to scale generosity through technologyThis episode celebrates the official release of The DAF Revolution , a book filled with insights from more than 120 experts across philanthropy, finance, law, and technology. It 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 inspiration and practical insight in this timely 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.

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

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.

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: Mary Hiland, Ph.D., brings over 40 years of experience, she is a coach, mentor, and consultant. Mary is the author of: Love Your Board! The Executive Directors’ Guide to Discovering the Sources of Nonprofit Board Troubles and What to Do About Them. She is the founder and host of the podcast: Inspired Nonprofit Leadership Her Ph.D. is focused on nonprofit leadership and governance and she has 3 Masters’ Degrees. Learn more about Mary by visiting her website: https://hilandconsulting.org

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: Chari Smith believes evaluation should be accessible, practical, and usable. She founded Evaluation into Action to help nonprofit professionals create realistic and meaningful program evaluation processes. She has taught several workshops helping nonprofit professionals understand the value and use of program evaluation. Recently, she was the opening keynote speaker at the American Evaluation Association Conference. Her book Nonprofit Program Evaluation Made Simple: Get Your Data. Show Your Impact. Improve Your Programs. provides step by step instruction on how to do program evaluation.

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: Sharna Goldseker is today’s leading expert on multigenerational and next generation philanthropy and—as a next gen donor herself—offers a trusted insider’s perspective. As founder of 21/64, a nonprofit practice serving next gen and multigenerational philanthropic families, Sharna has been a leading and consistent presence in the philanthropic field for two decades. She is the co-author of the best seller, Generation Impact: How Next Gen Donors Are Revolutionizing Giving published by Wiley. Dr. Michael Moody is the Frey Foundation Chair for Family Philanthropy at the Johnson Center for Philanthropy at Grand Valley State University. In this role, he works to expand both the practice and the public understanding of family philanthropy. Trained as a cultural sociologist, with a Ph.D. from Princeton, Dr. Moody is co-author of the books Understanding Philanthropy: Its Meaning and Mission, The Philanthropy Reader, and Generation Impact: How Next Gen Donors Are Revolutionizing Giving. He is a frequent speaker and sought-after commentator on philanthropic trends work has been featured in the New York Times, Washington Post, Forbes, Chronicle of Philanthropy and many others.

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 EXPERT: Kim Klein is a noted figure in the field of grassroots fundraising, both as a writer and a practitioner. She provides training and consulting through Klein & Roth Consulting (www.kleinandroth.com). Klein is the author of the bestselling Fundraising for Social Change,(now in its 7th Edition) and two books specifically about fundraising in difficult circumstances:    Reliable Fundraising in Unreliable Times and Fundraising in Times of Crisis.  She has provided training and consultation in all 50 United States and 21 other countries.  She recently retired from teaching at the University of California Berkeley’s School of Social Welfare.

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.

This podcast will encourage inquisitive thinking and advanced thinking about fundraising strategy at a time the world needs philanthropy more than ever before. 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:  Laurence Pagnoni - AUTHOR - Fundraising 401: Masterclasses in Nonprofit Fundraising That Would Make Peter Drucker Proud.  In his thirty-five years in the nonprofit sector, Laurence has served as an executive director of three nonprofit organizations and has served hundreds of nonprofit agencies as fundraising counsel. In his current role as chairman of LAPA Fundraising, Inc., he and his staff serve, at any given time, approximately twenty-five nonprofit agencies as fundraising counsel. What you'll rarely find on the bookshelves of the fundraising profession is a guide to thinking deeply about fundraising. That's what Laurence A. Pagnoni has written for you.

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.

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, CFRE, is a San Francisco-based organizational consultant, providing workshops and consultation to local, regional, national and international organizations in strategic development planning, case and board development, staff development, and other issues related to the leadership of the fundraising process.  Description: "Giving and Receiving and ???" The holidays are prime time for giving and receiving. We focus on "year-end giving," knowing that it is the most opportune time for individuals to invest with gratitude in the issues they care about. But what happens after we receive those gifts? Yes, we thank our donors (and quickly!) but what happens next? Stewardship, one of the oldest concepts in philanthropy, is also the most neglected. Why we neglect it is complicated: too little time, limited resources, stretched staff -- all excuses that in fact are not donor-focused which is what we simply must be. Kay Sprinkel Grace will once again give us her holiday gift of insights, challenges and best practices: this year focused on being better stewards of our most important resource, our donors.

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.

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: Alex Brovey is the Senior Director, Gift Planning at Northwell Health Foundation in New Hyde Park, New York. Alex has worked in gift planning for twenty years at four non-profit organizations. Alex is a past Board member and Treasurer of the National Association of Charitable Gift Planners, where she serves as Chair of its Leadership Institute. She is a President Emeritus of the Philanthropic Planning Group of Greater New York in New York City, and has been an instructor for the Planned Giving Certificate Program at Molloy College. She is a frequent lecturer across the United States on topics related to charitable giving, and has had articles published in several national publications. Alex earned a B.A. from The Pennsylvania State University, Phi Beta Kappa, a J.D. from Georgetown University Law Center, and an LL.M. in Estate Planning from the University of Miami School of Law. First book, Zen and the Art of Fundraising: 8 Pillars of Success, was published in March, 2018.  Second book, Zen and the Art of Fundraising: 8 More Pillars of Success was published September 2018 Third book, Zen and the Art of Fundraising: The Pillars in Practice was published March 2019