Donor-Advised Funds: Addressing Concerns and Finding Opportunities (Part 2)

Donor-Advised Funds: Addressing Concerns and Finding Opportunities (Part 2)

Are donor-advised funds holding money hostage — or are they one of the most powerful tools in the charitable sector? In Part 2 of our DAF series, Senior Consultants Jill Nelson and Peter McKinley tackle the real concerns and common misconceptions surrounding how donor-advised funds operate. From disbursement quotas and endowment comparisons to anonymity, stewardship barriers, and complex gift vehicles, Jill and Peter bring clarity, nuance, and a healthy dose of optimism to a topic that is reshaping charitable giving in Canada. In this episode, they explore: * What the disbursement quota is and why it matters to DAF giving * Whether money in DAFs is really "languishing" — and what the data shows * How charities can still steward DAF donors, even when anonymity is involved * Why DAFs are not the enemy — and how charities and DAFs can collaborate * How DAFs may be growing the pie of charitable giving, not just redirecting it * What's coming next in the Global Philanthropic Canada DAF podcast series Stay tuned — colleagues Amy Lindenberger and Derek Fraser will be joining future episodes to share case studies and practical strategies your organization can put to work. Watch our story unfold here [https://www.youtube.com/watch?v=Gu8TYUkVLzY]!  Global's Website [https://globalphilanthropic.ca] Global's LinkedIn Page [https://www.linkedin.com/company/global-philanthropic-canada-inc-] Global's Facebook Page [https://facebook.com/GlobalPhilanthropicCanada] Global's BlueSky [https://bsky.app/profile/globalphilcda.bsky.social]Global's YouTube [https://www.youtube.com/@globalphilanthropiccanada4281]

Donor-Advised Funds: What Charities Need to Know | The Shared Brain Podcast

What if there were billions of dollars already earmarked for charitable giving — just waiting for your organization to tap in? That's the reality of donor-advised funds, and in this episode of the Shared Brain Podcast, we're breaking down everything you need to know. Hosts Peter McKinley and Jill Nelson, both Senior Consultants with Global Philanthropic Canada, sit down for an in-depth conversation on one of the fastest-growing sources of charitable revenue in Canada. From a real-life story of a couple who saved hundreds of thousands in taxes while making a $2 million community gift, to the surprising role DAFs played in sustaining charitable giving during COVID-19 — this episode is packed with eye-opening insights. Together, Peter and Jill cover: * What a donor-advised fund (DAF) is and how it works * How DAFs differ from private foundations — and why that matters * Key stats from CRA data: over 180,000 DAFs in Canada, giving $1.9 billion to charities last year * Why DAF holders are among the most valuable donor prospects your organization can identify * How DAFs may be reshaping the giving landscape even as the number of individual receipted donors declines Whether you're a fundraising professional, a nonprofit leader, or someone exploring smarter ways to give, this episode will change how you think about charitable dollars — and how to connect with them. This is Part 1 of a two-part series. Stay tuned for Part 2, where Peter and Jill continue the conversation. Subscribe, like, and share to stay up to date with new episodes. Learn more about Global Philanthropic Canada's expert consulting services at globalphilanthropic.ca [https://globalphilanthropic.ca/] or book a complimentary 30-minute consultation with one of our award-winning senior consultants. Let's elevate mission together. Watch our story unfold here [https://www.youtube.com/watch?v=Gu8TYUkVLzY]!  Global's Website [https://globalphilanthropic.ca] Global's LinkedIn Page [https://www.linkedin.com/company/global-philanthropic-canada-inc-] Global's Facebook Page [https://facebook.com/GlobalPhilanthropicCanada] Global's BlueSky [https://bsky.app/profile/globalphilcda.bsky.social]Global's YouTube [https://www.youtube.com/@globalphilanthropiccanada4281]

Navigating Political Resilience in the Canadian Philanthropic Sector

In this episode, two expert Senior Consultants with Global Philanthropic Canada, Corinne Rusch-Drutz [https://globalphilanthropic.ca/experts/corinne-rusch-drutz/], PhD, and Jason Muscant [https://globalphilanthropic.ca/experts/jason-muscant/], MA, discuss political resilience within Canada's charitable sector, emphasizing the importance of understanding the impact of crises, maintaining a clear mission, and developing effective communication strategies. They explore how organizations can navigate the political landscape, build relationships with political partners, and advocate for their causes while remaining focused on their core mission. You will hear practical advice to enhance your organization's resilience and adapt to changing circumstances. To book your 30-minute complimentary session with either of these Senior Consultants, click their name above and get started! To download the free report on political resilience for Canadian non-profits , click here. [https://globalphilanthropic.ca/announcing-the-release-of-political-resilience-in-canadas-charitable-sector-are-we-prepared/] Also available in French [https://fr.globalphilanthropic.ca/resilience-politique-dans-le-secteur-caritatif-du-canada-sommes-nous-prets/]. Watch our story unfold here [https://www.youtube.com/watch?v=Gu8TYUkVLzY]!  Global's Website [https://globalphilanthropic.ca] Global's LinkedIn Page [https://www.linkedin.com/company/global-philanthropic-canada-inc-] Global's Facebook Page [https://facebook.com/GlobalPhilanthropicCanada] Global's BlueSky [https://bsky.app/profile/globalphilcda.bsky.social]Global's YouTube [https://www.youtube.com/@globalphilanthropiccanada4281]

How An Entrepreneurial Mindset Can Benefit Your Non-Profit: A Conversation with Red Deer Food Bank

This episode celebrates Mitch Thomson and his team at Red Deer Food Bank Society's innovative, inspiring approach to fundraising.  * What can your organization do DIFFERENTLY to move the needle on your important mission? * How can you integrate an entrepreneurial mindset into your daily initiatives to drive funding and engagement?  * How can you connect with donors, volunteers and your Board meaningfully and authentically?  Myles Peake [https://globalphilanthropic.ca/experts/myles-peake/], Global Senior Consultant in Red Deer, Alberta, sits down with Mitch Thomson, Executive Director of Red Deer Food Bank Society [https://www.reddeerfoodbank.com/], to discuss ways to break out of the daily humdrum of fundraising and integrate new ideas to drive maximum reach for your organization.  To help the Red Deer Food Bank Society reach their fundraising goals, click here [https://www.reddeerfoodbank.com/fund-raising]! Watch our story unfold here [https://www.youtube.com/watch?v=Gu8TYUkVLzY]!  Global's Website [https://globalphilanthropic.ca] Global's LinkedIn Page [https://www.linkedin.com/company/global-philanthropic-canada-inc-] Global's Facebook Page [https://facebook.com/GlobalPhilanthropicCanada] Global's BlueSky [https://bsky.app/profile/globalphilcda.bsky.social]Global's YouTube [https://www.youtube.com/@globalphilanthropiccanada4281]

Youth in Philanthropy

HOORAY for the next generation of philanthropists!! This episode takes us to New Brunswick, where we connect with two inspiring individuals who make the wheels turn for the "Youth in Philanthropy" (YiP) program. This program is designed to inspire, engage and teach youth about the impacts and benefits of being involved with philanthropy through various activities where they learn about the work of non-profits in their communities. The youth leave the program inspired to become young adults who continue to give back to their communities as they venture into adulthood. This episode is hosted by Global Philanthropic Canada's own Stacey Scott Nykolyshyn [https://globalphilanthropic.ca/experts/stacey-scott-nykolyshyn/]. Stacey is Vice President, Atlantic and Senior Consultant. This episode features two special guests: Anthony Enman [https://www.linkedin.com/in/anthonyenman?originalSubdomain=ca], Board Director with the Association of Fundraising Professionals of New Brunswick, as well as Officer with the Saint John Regional Hospital Foundation and Krista Turnbull, Community Schools Coordinator at Seaside Park Elementary School. Learn more about the AFP New Brunswick [https://www.afpnb.org/home]. Watch our story unfold here [https://www.youtube.com/watch?v=Gu8TYUkVLzY]!  Global's Website [https://globalphilanthropic.ca] Global's LinkedIn Page [https://www.linkedin.com/company/global-philanthropic-canada-inc-] Global's Facebook Page [https://facebook.com/GlobalPhilanthropicCanada] Global's BlueSky [https://bsky.app/profile/globalphilcda.bsky.social]Global's YouTube [https://www.youtube.com/@globalphilanthropiccanada4281]