8 proven ways to engage wealth advisers —
and raise more from DAFs
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by Lisa Schohl, contributor to The Chronicle of Philanthropy
Donor-advised funds offer a huge opportunity for fundraisers, especially in shaky economic times like these: DAFs hold more than $243 billion that is already available to support nonprofits, according to the National Philanthropic Trust’s latest study.
To get on the radar of DAF donors and attract gifts from these funds, savvy fundraisers build ties with financial advisers and other professionals who counsel these wealthy individuals.
This work is at the heart of fundraising at the Pittsburgh Foundation, a community foundation that sponsors donor-advised funds and distributes millions of dollars in DAF grants to charities each year. Some development officers spend more than 70 percent of their time working directly with wealth advisers and their clients to set up or service funds, including helping donors and prospective supporters create giving plans, says Kate McKenzie, senior director of development and interim director of donor services. And they spend the rest of their time trying to meet and strengthen ties with other advisers, she says.
There are simple things any organization can do to cultivate relationships with wealth advisers so they’ll keep your cause top of mind when guiding clients in their charitable giving.
“It could be that we’re going to a breakfast networking event in the morning, having a lunch with an adviser and their client who’s interested in a donor-advised fund, another coffee meeting in the afternoon to connect with an adviser we’ve never met before and tell them about who we are and how we can help them in their business, and then maybe a happy hour or something,” she says. Read more
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CICF 2022: Our road to equity: A year in review |
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by Central Indiana Community Foundation
Central Indiana Community Foundation (CICF), The Indianapolis Foundation, Hamilton County Community Foundation, Women’s Fund of Central Indiana, and IMPACT Central Indiana are a $1 billion collective of philanthropic organizations committed to making Central Indiana a community where all individuals have an equitable opportunity to reach their full potential — no matter place, race, or identity.
Throughout the past few years, our organizations shifted our internal structure to better position our teams to support and lead in our communities. This new structure allows us to take advantage of sharing strategies and foster stronger partnerships amongst ourselves to build a stronger and more equitable Central Indiana community. Working together through the CICF philanthropic collaborative invites each entity to closely learn, share and expand on each other’s work and success.
Hamilton County Community Foundation was a key partner in creating and launching Youth Assistance Program across the county. Youth Assistance Program provides early intervention and advocacy for youth facing challenging life circumstances as an alternative to entering the criminal legal system. Through the collaborative, The Indianapolis Foundation witnessed the success and shared learning directly from colleagues in Hamilton County and laid the groundwork to bring Youth Assistance Program into Indianapolis communities.
The Movement of 10K digital platform is a tool created by The Indianapolis Foundation that is already supporting how all entities within the collaborative are inviting their different partners in to advance their racial equity journeys. Read more
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Digital for Good:
A global study on emerging ways of giving
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by Gilbert Flores, associate director of digital marketing, IU Lilly Family School of Philanthropy
Government and philanthropic organizations increased virtual support and coordination to provide pandemic relief, and diaspora and local communities continued to support the giving environment in South Africa and Kenya during the COVID-19 pandemic
Philanthropic organizations in Kenya and South Africa have similar philanthropic environments. In Kenya, a moderate philanthropic environment (at an overall score of 3.50), is largely fueled by strong cultural heritage and informal philanthropic giving, with increased support in recent years from the government and philanthropic alliances to boost the country’s formal philanthropic environment.
In South Africa, the modest philanthropic environment (at an overall score of 3.51), is compounded of historic, social, and cultural public engagement, which has promoted philanthropic values, with growing support from the government through legislative measures to support philanthropic organizations and giving.
The global outbreak of COVID-19 has significantly affected the philanthropic landscape in both countries. Findings from the 2022 Global Philanthropy Environment Index (GPEI) show that in both Kenya and South Africa, donations from the public, increased collaboration among donors, and funding and resources leveraged by charitable organizations delivered services to vulnerable communities. At the same time, many philanthropic organizations lost funding support and even collapsed. The 2022 GPEI also found that philanthropic giving and funding support increased in both countries in response to the COVID-19 pandemic to provide emergency and essential services.
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Re-released Join Bryan Orander as he speaks with Holly Wheeler, executive director of Indiana Family to Family, about what it took to merge Family Voices Indiana and About Special Kids. During a two-year period, the board and staff members discussed mission and programming, and, along the way, learned to build trust to find the right path to better serve families. gives an update on a new online tool that helps families find childcare and early education options. Listen
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The University of Indianapolis has named Tanuja Singh as president, effective July 1. Singh is currently provost and senior vice president of academic affairs at Loyola University New Orleans. —Indianapolis Business Journal.
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IndyFringe has named Jennifer Cooper as executive director. Cooper previously was executive director of the Montana International Choral Festival.
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NAMI Greater Indianapolis, Inc., has named Dawn Drinkut as executive director. Drinkut previously was a community health worker for Help at Home.
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The Arc of Indiana has named Steve Boyer as chief program officer. Boyer previously held several leadership positions at Bridges.
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The Tina McIntosh of Joy's House has been named USA TODAY's Women of the Year honoree in Indiana. The designation recognizes women nationally for making a significant impact in their communities. Read more
Stanley K. Lacy Executive Leadership series is accepting applications for its next 10-month leadership series that provides a deeper understanding of the issues facing Indianapolis and the opportunity to build relationships with other community leaders. Learn more and apply by April 26
The Indianapolis Rotary Foundation has announced plans to award two grants of $25,000 each and two grants of $10,000 each to nonprofit organizations that serve Central Indiana. Learn more about 2023 Community Grant guidelines Apply by June 21
Nameless Catering has launched its inaugural Support Women Initiative that will donate $250,000 of food, beverage, and catering services to support women-focused nonprofit organizations in Central Indiana. The size of the donation is estimated to fee nearly 7,100 people. Apply for 2023 Support Women Initiative funds
The Fonseca Theatre Company is hosting a ribbon cutting ceremony for the Basile Collaboration Center, a new multicultural, community-led space to support artists, on March 31. The space will offer inclusive programs that serve to inspire conversation and inform the community.
The Indianapolis Business Journal is accepting nominations for its HR Impact Awards, which features numerous human relations categories, including diversity and inclusion, training and development, and talent recruitment. Nominations are due by April 7. Learn more
The Interdisciplinary Defense System (IDS), a “wholistic defense” pilot project in Indianapolis, is designed to connect clients with wraparound supports during and after their incarceration. Partner agencies are hiring for key roles to collaborate with IDS clients and address barriers that keep them from thriving. Read more
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Unlocking the potential of youth: How youth workers can address mental health stigma on March 30 at noon. Participants will dive into the world of mental health stigma and how it pertains to today’s youth through real life stories. Presented by Aspin. Cost: Free. Register
Igniting hope through social impact on April 11 from 1-3 p.m. at P30 Indy, 3039 N. Post Rd. Hear a panel discussion on inequality, prosperity, and social impact on the city's Far Eastside. Presented by Leadership Indianapolis. Cost: $25. Register
45 tips for better teams through equitable employee handbooks on April 12 from 1 p.m.-2:30 p.m. Learn how equity comes into play in many areas of your organization, including benefits, conflict resolution, facilities, and internal power dynamics. Presented by Indiana Philanthropy Alliance. Cost: Non-members: $50. Register
Inaugural Indiana Civics Summit on April 13 at the Ivy Tech Conference Center. The summit is focused on how civics connects all Hoosiers. Presented by the Indianapolis Bar Foundation. Cost: $50. Register by March 31
2023 Human Services Professional Renewal Program Information Session 1 on April 13 from 9 a.m.-10 a.m. at United Way of Central Indiana. Professional and personal renewal grants for hardworking, dedicated human services professionals. Presented by United Way of Central Indiana. Register
2023 Business Software Refresher Series: Excel (Part 1) starts on April 14 from 11 a.m.-1 p.m. Learn about using Excel and become more confident creating basic spreadsheets, using tools to manage information and data, and adding formatting to create more visually appealing spreadsheets. Presented by IUPUI Professional Development & Continuing Education. Cost: $75. Register
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Carmel Clay Parks & Recreation is looking for volunteers to support its theatre and art summer camps during June and July. Volunteers with experience in theatre, technical theatre, or pottery wheel throwing are preferred. Time commitment may vary depending on camp. Email for more information. Learn more
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Young professionals rarely have large amounts of money to give to charities, but they can offer their time, energy, and ideas. Explore numerous ways that your nonprofit can engage this younger demographic.
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Through her organization Yield Giving, MacKenzie Scott plans to make unrestricted $1 million donations to 250 nonprofits. To apply, the nonprofits must have annual operating budgets larger than $1 million but less than $5 million.
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Our sponsor marketplace serves to further connect our readers with our advertisers who are focused on serving nonprofits. To learn about each sponsor's nonprofit services, click on its logo.
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FUND DEVELOPMENT
STRATEGIC PLANNING
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BANKING/
ASSET MANAGEMENT
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Nonprofit office space in great location
Indiana Interchurch Center, which is centrally located in Indianapolis at 1100 W. 42nd St., has available office spaces ranging from 200 to 1,600 square feet for 501(c)3 organizations. Free parking, utilities, high-speed internet, and shared meeting rooms are included. The facility is home to a diverse group of nonprofit and church organizations that are making an impact in the community. Contact Kris Keys or call (317) 923-3617. |
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Coworking office memberships available
Enhance your productivity and meet like-minded people at Nexus’ shared coworking space. Nexus offers month-to-month memberships for open desks and dedicated desks. Memberships include meeting room credits, access to high-speed internet, and free printing, and coffee. Besides having a great place to work, you’ll connect with small business owners and nonprofit employees that care about making a positive difference in their communities. Coworking office memberships range from $59/month to $149/month. Learn more
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Executive Leadership (CEO/ED/COO)
Fund Development/Marketing/PR/Advocacy
Admin Support/Clerical
Finance/Accounting/HR/IT/Facility
Programs/Program Support
Internships/AmeriCorps/VISTAs
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