Your Path to Nonprofit Leadership
Looking for your next nonprofit job? Want to lead a nonprofit organization? Dr. Patton McDowell (www.pmanonprofit.com) brings the best in nonprofit career development to each episode, helping you find the perfect nonprofit opportunity and guiding you along the path to senior leadership in the philanthropic sector. Patton brings 30 years of nonprofit leadership, coaching and consulting experience, and shares best practices for individual and organizational success based on his work with over 250 nonprofit organizations and their staff and board leaders. Your Path to Nonprofit Leadership features more than 120 interviews with nonprofit leaders and philanthropy experts, as well as deep-dive solo episodes and other special editions. Hit subscribe, and accelerate your journey on a nonprofit career path that can change your life. Learn more at: https://www.podpage.com/your-path-to-nonprofit-leadership/
Your Path to Nonprofit Leadership
105: The Nonprofit Leader’s Guide to Demystifying Donor Advised Funds (Catherine Warfield)
105: The Nonprofit Leader’s Guide to Demystifying Donor Advised Funds (Catherine Warfield)
SUMMARY
While the knowledge required for successful nonprofit leadership is extensive, one area that can be challenging - and even intimidating - is legacy or planned giving. Complicating this subject are the various philanthropic vehicles many donors are using, especially the increasingly popular Donor Advised Fund. What are they? How do they work? How can your nonprofit better engage the donors who use them? These are exactly the questions Catherine Warfield and I discuss in episode #105 the Path, as she brings her expertise and practical insight to explain these important concepts. Catherine also provides great reminders about the partnership potential that is available at your local community foundation, and how you can better identify and utilize the resources you may not know exist.
ABOUT CATHERINE
Catherine serves as Senior Vice President, Philanthropic Advancement at Foundation For The Carolinas, leading a team dedicated to business development and relationship management for the Foundation's three centers for giving: Center for Personal Philanthropy, Center for Nonprofit Sustainability and Center for Corporate Philanthropy. During her tenure at FFTC, most of her client work has been with individuals and families on current gifting strategies, legacy planning, and multi-generational family engagement and grantmaking. In addition to her management responsibilities, she maintains a portfolio of significant family and foundation relationships. Catherine has been with FFTC since late 2007 after previously working for RBC Bank in Charlotte in the Treasury Management and Mortgage departments. She is a graduate of UNC Chapel Hill and obtained her CFP certification in 2013. Catherine previously served on the Board of Directors for the North Carolina Blumenthal Performing Arts Center, the Board of Managers for the Childress Klein YMCA and the Board of Crisis Assistance Ministry.
EPISODE TOPICS & RESOURCES
- Steven Goldberg’s book Billions of Drops in Millions of Buckets
- Steven Covey’s book The 7 Habits of Highly Effective People
- Check out Catherine’s FFTC colleague Michael Marsicano in Episode #99
- Ready for a Mastermind? Check it out here