Join Danielle Patterson, CEO of Family Office Access, as she hosts experts for a candid conversation around 'DAFs Demystified: Practical Insights for Family Offices and Advisors'
Donor-Advised Funds (DAFs) are growing fast, yet many families and advisors still wrestle with how to use them well, beyond the tax receipt. In this practical session, four builders in the DAF ecosystem unpack what DAFs are, when they work best, where the pitfalls are, and how new tools are helping families move capital with intention (and better reporting) without adding overhead.
Guest Speakers:
🔹 Blue Thomas — Co-Founder, Daffodil
🔹 Sarah Angello — Co-Founder, Daffodil
🔹 Alex Huff — Co-founder, DAFshare
🔹 Steve Snider — Co-founder, DAFshare
You’ll learn how to:
- Explain DAFs clearly to families already using foundations or direct giving
- Address common critiques with concrete, move-the-capital solutions
- Integrate impact reporting and outcome visibility without hiring consultants
- Choose the right home for a DAF and streamline admin for advisors and busy families
- Prepare year-end giving plans that align purpose, governance, and tax timing
Who should attend: Family Office principals, next-gen leaders, CIOs, trustees, and advisors who want a purpose-driven, low-friction approach to strategic giving.
Join the livestream to connect with others interested in the sector and drop your Q&A in the chat for an interactive session. All registrants will receive the recording.
November 6th, 2025
Virtual Livestream