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
President
Knights of Columbus Charitable Fund

Donna Kush
President & CEO
Omaha Community Foundation

Rebecca Moffett
President
Vanguard Charitable

Sara Barba
Vice President
Integer
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
Managing Director
Arabella Advisors
John Oddy
Vice President for Donor Relations
New York Community Trust

Karen Kardos
Global Head of Philanthropic Advisory
Citi Private Bank

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:

Donald J. Greene
Managing Director
Bank of America

Isaiah Oliver
President & CEO
The Community Foundation for Northeast Florida

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
CEO
WatersEdge Advisors and Ministry Services