Tuesday, October 3

10:15 AM

CEO conversation: Defining best practices to shift the narrative
Increased interest and use of DAFs have given rise to concerns that the vehicle is “unregulated” and a tool for tax avoidance. Most of us who know DAFs well know that’s simply not true. Join this opening conversation with DAF presidents to learn how sponsoring organizations are defining their best practices and compliance, and how you can proactively drive positive public awareness and help stakeholders understand the value of this vehicle.

Led by:

Dennis Gerber

Knights of Columbus Charitable Fund

Donna Kush Headshot

Donna Kush

President & CEO
Omaha Community Foundation

Rebecca Moffett

Vanguard Charitable

Sara Barba Headshot

Sara Barba

Vice President

Wednesday, October 4

8:30 AM

Trust-based giving: Myths, realities, and best practices
This panel session will explore the fundamental principles of a trust-based giving approach while helping to clarify some common misconceptions. We'll provide concrete examples and leading practices to give you the tools to have informed discussions and implement a trust-based granting strategy. We'll also share current trends we are seeing in the adoption of this approach.

Led by:

Drew Rabe Headshot

Drew Rabe

Managing Director
Arabella Advisors

John Oddy

Vice President for Donor Relations
New York Community Trust

Karen Kardos Headshot

Karen Kardos

Global Head of Philanthropic Advisory
Citi Private Bank

Miki Akimoto Headshot

Miki Akimoto

Chief Impact Officer
National Center for Family Philanthropy/p>

12:15 PM

State of DAFs with program presidents
We'll wrap up the 2023 DAF Giving Summit with a 'State of DAFs' panel that highlights the biggest opportunities and noteworthy challenges that the sector faces. Hear from program presidents as they share the biggest ahas of the conference and audience calls to action for the next 12 months.

Led by:

Don Green Headshot

Donald J. Greene

Managing Director
Bank of America

Isaiah Oliver Headshot

Isaiah Oliver

President & CEO
The Community Foundation for Northeast Florida

Melanie Schnoll Begun Headshot

Melanie Schnoll-Begun

President and Head of Family Office Resources Field Engagement
Morgan Stanley GIFT

Rachel Schnoll

Chief Executive Officer
Jewish Communal Fund

Robert Kellogg

WatersEdge Advisors and Ministry Services