The 2023 DAF Giving Summit begins on Monday, October 2 with an informal welcome reception; we expect most guests traveling in from other locations will arrive on Monday so that they can take advantage of a full day of sessions on Tuesday, October 3, and a half day on Wednesday, October 4. We recommend scheduling travel home in the evening on Wednesday, October 4, or on Thursday, October 5 so that you don’t miss the closing keynote on Wednesday afternoon.
The DAF Giving Summit provides a comprehensive learning experience and the opportunity to earn your DAF Specialist certification! The DAF Giving Summit was also designed for many opportunities to network with hundreds of thought leaders in wealth management and philanthropy.
For advisors: Gain an in-depth understanding of innovative wealth management strategies centered around charitable giving. Take advantage of opportunities focused on donor-advised funds, trusts, cryptocurrency, and other donations of complex assets.
For financial and non-profit institution leaders: Discover ways to differentiate your brand and increase your institution’s clients, assets, and impact with programs that make it easy to integrate charitable giving into your services.
For solution providers: Showcase your solutions and learn about the challenges and opportunities that are top-of-mind for decision-makers in the financial services and philanthropy ecosystem.
When you register for the DAF Giving Summit, you will have access to all sessions offered during the conference on October 3–4, including meals and refreshments during morning and afternoon breaks, as well as the social receptions the evening of October 2 and 3
The deadline to register for the DAF Giving Summit is Sunday, October 1 at 5:00pm ET. You may register onsite at the DAF Giving Summit starting Monday, October 2 at 12:00pm ET. Registration will be located onsite at the Wyndham Grand Clearwater Beach.
Yes, you may cancel your registration to attend the DAF Giving Summit for a refund of 50% of the registration fee if you cancel before Friday, September 15. Cancellations received after September 15 are non-refundable. If you cancel, you also may be subject to penalties from the hotel’s cancellation policy.
While we will not be offering CE credits, all attendees can earn an exclusive DAF Specialist certification, designed to complement the Chartered Advisor in Philanthropy® (CAP®) designation or serve as a standalone certification for any financial services or philanthropy professionals.
We encourage you to take advantage of all our sessions, meals, and receptions to network. In addition to meals and receptions, there will be a morning and afternoon break for attendees to network over coffee and light refreshments.
To be considered for a speaker or presenter role or to suggest session ideas, please click here and complete the submission form. Note that our agenda for 2023 is mostly full, but please feel free to submit your ideas and we will consider them for the 2024 DAF Giving Summit if there is not an opening for this years event.
The health and safety of our guests, employees, and the local community is our highest priority during the DAF Giving Summit. During your visit, the DAF Giving Summit Planning Team is committed to maintaining clean and personal protection protocols as recommended by the Wyndham Grand as well as the local city guidelines. The Planning Committee will monitor the status of COVID-19 as it relates to the summit in October 2023.