Convening

Regional Community Foundation Network Call - Maximizing the Potential of Donor-Advised Funds

Regional Community Foundation Network Call - Maximizing the Potential of Donor-Advised Funds

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Members Only

Event details

Tuesday, June 18, 2024
11:00am to 12:00pm PDT
Virtual
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About this event

Join the Regional Community Foundation Network for this conversation on enhancing the effectiveness of Donor-Advised Funds (DAFs) within community foundations. DAFs have become an increasingly popular tool for philanthropic giving. However, maximizing their potential to serve communities effectively requires a nuanced understanding of how they can be structured and managed. 

On this call, we will discuss strategies for community foundations to make DAFs more aligned with their organizational values, as well as dig into questions on how DAFs can best address community needs.

Speaker

Heidi Pelletier, Yakima Valley Community Foundation, Chief Development Officer

For more than fifteen years, Heidi has had the privilege of working with individuals, families, foundations and corporations to make change through meaningful philanthropy. She has partnered with benefactors to move forward the amazing mission and visions at Fred Hutchinson Cancer Center, Susan G. Komen for the Cure, Mary Bridge Children’s Hospital and Heritage University. She is a proud graduate of Washington State University. She is a 21/64 certified advisor, with extensive training in multigenerational family philanthropy.

 

Katie Carter, Pride Foundation, CEO

Katie Carter has been working for social justice as a nonprofit professional for the past 10 years, with a particular focus on LGBTQ+ and gender justice. Originally from the Midwest, she moved to Portland, Oregon in 2008 to contribute her passion for social change with her skills in organizational development, fundraising, communications and strategy. In 2019, she relocated to Seattle, Washington to become the CEO of Pride Foundation after being on staff for 5 years. In her role as CEO, Katie supports the foundation’s efforts by building community and institutional partnerships, developing creative communications strategies and mobilizing resources to affect change in the Northwest. 

Who Should Attend?

This call is designed for anyone working with DAFs within community foundations, including but not limited to: 

  • Professional advisors 
  • Development staff 
  • Philanthropic advisors 
  • Program officers 
  • CEOs 

Please contact Mares Asfaha with any questions.