Can I Use My DAF For That?

The livestream event has now concluded. The replay will be available soon. 

Donor-advised funds (DAFs) are often seen as simple tools for straightforward grantmaking, but they can do so much more.

Join us on Tuesday, July 29 at 1 PM ET for a conversation between two experts from National Philanthropic Trust (NPT). They'll walk through real-world examples of how donors are using DAFs for complex gifts, structured grants, and sophisticated philanthropic goals.

You'll also get clarity on what a DAF can and can't be used for, including guidelines on incidental benefits, pledges, international grants, and non-cash contributions. 

 

What You'll Learn

  • What types of grants are DAF-eligible (and what's not)
  • How donors are using DAFs for specialized grant agreements
  • What kinds of complex assets can be contributed to a DAF
  • How NPT supports strategic giving through flexible structures and expert guidance

Who Should Attend

  • Individuals using or considering a DAF
  • Financial advisors helping clients navigate charitable strategies
  • Anyone curious about what's possible with a DAF

Can't Join Us Live?

All registrants will receive access to the video recording and additional resources following the event. 

As the nation's largest independent provider of DAFs, NPT delivers strategic guidance, practical tools, and valuable resources that empower advisors to help clients maximize their philanthropic impact on the causes that matter most to them.

 

Meet the Experts:

Lisa Barr
Lisa Barr, CAP®

Lisa is Senior Regional Director, West at National Philanthropic Trust, where she leads the team of Regional Directors in the West. With more than a decade of philanthropic leadership, including roles at Silicon Valley Community Foundation, Lisa brings deep expertise in helping donors and advisors structure meaningful, strategic giving. 
Fernando Gonzalez
Fernando Gonzalez, CAP®

Fernando is Senior Regional Director, Mid-Atlantic at National Philanthropic Trust, where he leads the team of Regional Directors in the East. Drawing on his experience in wealth management and active nonprofit board service, Fernando brings an advisor-focused lens to charitable planning, helping clients turn major life moments into meaningful philanthropic action.
Follow us on LinkedIn | Sign up for DAF Digest

National Philanthropic Trust | nptrust.org