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Hey, friends, you know we love powerful tech that tells a story of what's happening within your mission. But when that tech is incredible and free, we have to shout its buttery goodness from the rooftops. GiveButter is the easiest to use, all in one nonprofit fundraising platform that empowers millions of change makers like you to raise more, pay less and give better. Nonprofits use GiveButter to bring together multiple categories of tools including mobile friendly donation forms, fundraising campaigns, events, auctions, email marketing, a built in CRM, and so much more. And thanks to their 100% transparent tip or fee model, GiveButter's core fundraising features are free no matter how many contacts you have. Head to givebutter.com weareforgood to sign up for your free account today and get started in minutes. Hey, I'm John.
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And I'm Becky.
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And this is the We Are for Good podcast.
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Nonprofits are faced with more challenges to accomplish their missions and the growing pressure to do more, raise more, and be more for the causes that improve our world.
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We're here to learn with you from some of the best in the industry, bringing the most innovative ideas, inspirational stories, all to create an impact uprising.
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So welcome to the good community. We're non profit professionals, philanthropists, world changers, and rabid fans who are striving to bring a little more goodness into the world.
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So let's get started. What's happening, Bea?
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We got some friends in the house. New friends, repeat friends. We're about to have an incredible conversation about an incredible case study.
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Yeah, I mean, this case study, I'm still like scratching my eyes, like, am I reading this right? Friends, we're going to tell you the story about how one of our favorite charities, Susan g. Coleman, raised $267,000 in a single day just from donor advised funds. I mean, we're going to break it down and get into how they did it. But before we jump into the story, you gotta meet some of the humans. And one of them is a longtime friend of We Are for Good and to us, Mitch Stein. Mitch, so good to see you, my friend. He's the head of strategy over at Chariot. They're the platform that's helping organizations simplify deaf donations. Thanks for doing that because it used to be hella hard, let's be completely honest. And Tris Davis, she is the vice president of Major Gifts and planned giving over at Susan G. Coleman. She's our friend that is here to kind of break it all down, demystify how we can actually have these conversations with donors. It's not as scary as we think. They're going to share about their strategy behind their record breaking day and how they tied into Daft Day, which is, if this is not on your calendar, just circle impact up and Daft Day. We like to hang out together on October 9th. Easy to remember, easy to remember in this community. But we're going to talk about the tools that made it possible. We're going to talk about the mindsets, the insights of how we're approaching this day that every nonprofit should know. Mitch, Trish, to have you both in the house means the world. Good to see y'.
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All.
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Welcome to the podcast.
C
So good to be here.
D
Thank you, thank you. Really excited.
A
I mean, such an honor. Mitch, you've gotten to be on the show before, but catch us up a little bit to life since, you know, we last chatted. Tell us a little bit about formative experiences that, you know, connected you to the deaf world. And then, Trish, we'll have you share.
C
A little bit of your story too. Yeah. And for folks who don't know, I feel like I feel closely wedded to the we are for good journey because forever, because I started my first startup in the nonprofit space, like months apart from John and Becky. And we got like connected in the ether on LinkedIn and have just like ups and downs, like shared insights, and it's just really tears, crises, successes. It's just been so fun to see all that you all have been able to do. So congratulations and thank you for everything you keep bringing to the space. But yeah, at that point in time, and just to bring it into the conversations today, I had recently left a job. I was at Goldman Sachs for seven years as an investment banker. But I had gotten connected to nonprofit fundraising by joining an event where I was riding my bike from Boston to New York City in three days called the Northeast AIDS Ride. And when I was, when I started fundraising, I will never Forget getting a $10,000 donation from one of the partners that I worked for at Goldman. And I was like, I didn't even know donations that big happened. I was just like flabbergasted. And I learned that it was from his donor advised fund. And then I learned that all of the senior folks at the firm had these accounts. And this was 10 years ago. And so I started my own daft fundraising strategy in 2016, where I then sent a specific message to every senior person I knew, giving them 10 point instructions of how to log into their accounts, look up the right organization with the right name, attach it to my ride, send the gift. I check in with them, follow up with their assistant, reach out to the nonprofit organization I was fundraising for. When they got the check in the mail, then they'd reach out to confirm, is this from that person? Because it's a different fund name. Ultimately, it took about two months between gift and showing up on my campaign page.
B
You are tenacious.
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So many people are nodding and remembering this process. I mean, this is life. Yeah, yeah.
C
So it still happens all the time. But the good news is that there's like an answer that can fix a lot of this for people. We're going to talk more about it today, but that's what drew me ultimately to work with Chariot, where I'm the head of strategy now and we are the donor advised fund payments company. So we focus really on that infrastructure layer of how these gifts get initiated more easily, how nonprofits can make that process easier for their donors, how they receive those gifts, ultimately, how DAFs even can send those gifts more easily and just bring this whole ecosystem together more tightly. So I am thrilled to be here to talk about DAFs.
A
You have all of us excited about DAFs, so your enthusiasm runs super deep. Trish, tell us a little bit about your story growing up and what led you into this amazing work you're doing now.
D
Yeah. Well, thank you so much for having me today. I love going. It's like a roadshow with Mitch. He just brings me along to really fun daft talks. So I grew up in Northern California. I still live in Northern California. I left for a while. I was actually in the military. Yeah, thank you. It was the pleasure of a lifetime to serve my country. And I think getting out after that, I wasn't sure what was next. When you do tactical airdrop and fly on planes in the military, you're not sure what the next step is as a civilian again. And I volunteered well my whole life. My mom actually had her own nonprofit and I volunteered my way into my first full time role. Turns out I was raising money as a passionate volunteer for conservation organization and building relationships. And they said, hey, do you want to build a major gift program? And I was like, what is that? Like, I didn't even. I didn't even know. Yeah, yeah. I just, you know, to me it was, you know, talking with wonderful people who shared, you know, similar passion and turned into a career. And so now I'm with Komen. Been here five and a half years, and really it's been a joy to build individual giving in this organization. And then dafs has been something we've passionately been working to improve. And, you know, just we want it to be a good donor experience. And to Mitch's point, it, it can be really clunky and like really clunky. And so I met Mitch and you know, we've been working with Chariot now for just over two years. Is that right, Mitch? Been over two years and just loving every minute and still so much work to do. And we're doing it. Doing the work.
B
Yeah. It feels like you've just scratched the surface of what could be on this. And I want to take our listeners back a little bit to little Becky Kraus was 24 years old, New into her first foundation. And people kept using this word da And I was like, what is this thing? And I am a creative. I intentionally pick public relations as a major in college because I only had to get two math credits. So I remember sitting down with our CFO and saying, very Michael Scott style, explain a donor advised fund to me. Like I'm 5 years old. Explain it to me so I can can explain it in our communications. And so I love that Susan G. Komen is like on fire for dafs right now. And we're going to dive into this case study. But first, Trish, I wonder if you could just tone set. For those who may be having this as a first conversation, what exactly are donor advice funds for those who may not be familiar? And why do you believe there's such an important strategy to highlight with donors?
D
Sure. So DAFs donor advised funds are, I think, the coolest thing in philanthropy right now and think that's why so many donors are moving towards them. Once they realize how awesome they are, there is just no stopping someone. So a donor advised fund is. It's essentially like a charitable savings account. And for someone like me, I have a daf and I know Mitch has a daf. We have a DAF at the same place. It really streamlines. See, they're the best, right? It streamlines your philanthropy. It allows you to plan for charitable giving and make those gifts into one place. And then you can give from your DAF out to the organizations that you care about. But you get the tax benefit when you make the gift into the daft. So for people that are thinking about year end giving or offsetting tax liability, it can be really fantastic. I had my dad making gifts into his first donor advised fund and he had just had no idea how wonderful that was. Now he has one tax receipt and he can see because he gives to lots of different organizations Including Komen. And he didn't realize how difficult it was to actually track all that. Now it's in one place, and he can make gifts out of his staff. I'm doing the same thing, and they're really fantastic. I tell everybody they should have a daft. If they make any charitable gifts during the year, it can be hundreds of dollars. Thousands of dollars. Hundreds of thousands of dollars. And a donor advice fund would be right for most donors.
A
Yeah. I mean, I love that you broke this down. We're talking in simple, plain language, because I definitely remember operations kind of groaning when certain gift officers walked in with certain kinds of gifts. And I feel like this fit in that category because it just wasn't always so easy to track and how to soft credit and all these things. But, Mitch, I want to kick it to you because what felt really cumbersome to process technology has, like, completely changed the game. And y' all have spent a lot of time thinking about this at Chariot. So how has that simplified the experience and tell us kind of what y' all are doing on that front?
C
Yeah. So, like Trish said, one of the major benefits of dapps is that it makes it easier for people to organize their giving, and then they end up giving more. It's proven time and time again their gifts are larger and they support more organizations because of that intentionality and that commitment they've made. But on the nonprofit side, it wasn't. It's not always such great news to everybody to get more of those gifts because they're arriving late from different places. So two big improvements that we work on at Chariot is building a payment option to use your DAF right in the checkout flow of any other type of fundraising that's eligible for DAF giving. So that it's like Apple pay, Google pay, Daft pay. So that you. From the fundraiser's perspective, it's as if you use one of these other payment options where they know about the gift right away. It's included in your thermometer. You can do your stewardship right away. You can personalize that. You actually get an email, which is, like, unheard of. I'm the fax.
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I mean, I can't remember.
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You get the donor's email right away to really build that relationship and capitalize on. This is a donor. And Trish will tell you this over and over again. Anyone using a daft, no matter the size of the gift, is like someone that you want to build a relationship with. They have taken the time out of their day to set up A specific financial account for giving. Like, think about the last time you had to do something with your finances and, like, how much you pushed it off. What a pain in the neck it was. This person cares, and you're saying that's like the through line is someone using it app cares, and that's someone that you want to build a closer relationship with. So being able to incorporate it into all the other great work you do for your fundraising across different channels and teams, you just want DAPPS to be there. So that's what Chariot provides. And then also making it easier to ultimately receive and reconcile those gifts that are coming in on the back end to automate that process of how it comes into your system.
D
So much easier.
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I just think it's so brilliant. I'm so glad we're talking about this, because the last time I looked at it, there was like an insane number like, like 250 billion. If I'm up or down, I'm not exactly sure, but I feel like it's somewhere close to that that's sitting in DAFs right now. And for me, as a recovery major gift officer, if someone had a daft, to me, that should show such intentionality that I want to do something with these funds in the charitable space, I almost, like, I want to be courted. And so I have intentionality here. I actually set up ours for our family because I wanted my daughters to have a philanthropy allowance every month. And I was trying to get in a rhythm where they could give and have agency every single month. But, Mitch, you look at this so closely, and I know you're looking at Chariots data, and it just seems like there's so much opportunity right now that people aren't grasping. So what are the trends that you're seeing right now that our nonprofit and social impact friends should be taking advantage of right now?
C
Yeah, I think the biggest thing is just that this is exploding. Like, it is just hard to understate the pace of growth in daft giving, I think. Chariot runs a research report every year with K2D strategies called the Daft Fundraising Report, where we'll analyze dozens of organizations historical fundraising data, both DAF giving and non DAF giving. In 2024, the median year over year change in DAF revenue was a 30% increase amongst those participants. And the median year over year change in non DAF giving was minus 1%. So it's sustaining organizations, like, it is so important. And even when we were reviewing these results in early July, late June with participants, we were hearing things from people like, oh, we already have just this year so far have raised more from Daps than we did all of last year in six months. So the early signs in 2025 are just staggering. So I would say that's first and foremost is just the scale. Those $250 billion, by the way, that's from the end of 2023. I would guess that's like 300 billion now, given all the market growth and just continued popularity of these funds. And the second thing is just recognizing that this happens up and down your donor file. So actually when we analyzed all that giving, over 400,000 Daft gifts were included in that study. 69% of those donations were below $1,000.
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Really?
C
And so that points to, it points to both the fact that there are lower dollar donors who use dapps that people don't think about, but also that even your major donors, and Trish can speak to this, want to use their DAF everywhere. If Trish is doing a walk, they want to chip in and it might only be $500, but guess what, that person could have a million dollars in their daft. And we think that person only wants to use their daft to make major gifts. So I think those are the two biggest things that send you home with is like super fast growth. And it's everyone, it's not limited to major donors making major gifts.
A
It's so good. And Trish, I want your take, I mean, zooming out to really how y' all view this at Komen. Obviously y' all are very strategic. You have supporters showing up in lots of different contexts around your organization. How are y' all looking at dafts to build that donor engagement and the donor retention aspect of your work and then we'll get to your case study. But I'm just curious, like at a higher level how you think about this.
D
Yeah, well, docs are really important, which is why we've leaned in to Mitch's point. The gifts are larger and we see donors that previously made a digital gift making sometimes a 10x gift from their donor advised fund. And it's really, really neat to see that. And because of that, we wanted to not just lean in. It's not just a tool for a major gift department, but it's something that we should be talking about with all of our donors because we do have donors that are, you know, 25, $50 gifts from their donor advice fund, but they're making them year round and they're making them to events, they're making year end gifts. They are Giving more frequently with their donor advice fund. And I think the burden is really on us to talk about DAFs and to invite donors, remind them that that is a way to give and then to make it easier for them so that the experience is not so clunky and burdensome, especially in that peer to peer space. And that's where Chariot has been critically important to the success that we're seeing in the increase of daft gifts to events. Before we had DAF pay, it was really tough to make a gift to a participant and see it, you know, on their thermometer like Mitch talked about. And now especially with connected DAs, it's immediate. That gratification, just like they made a gift from a credit card is there and we're seeing donors come back and make gifts second, third, gifts to peer to peer events from their donor advised fund. So it's, it's been really, really great for our organization and something that I, we're just scratching the surface.
B
I, I just want to compliment Susan G. Komen because I deeply appreciate that you're meeting your donors where they are and it's not just about a cash online donation. And I mean we're seeing this across the board. If you can diversify your revenue and the ways that you value currency that are coming in. And I'm not even talking just about the currency of money, how people are giving you story, how people are inviting others into the network. When you start to diversify, the way people can show their support, they keep coming back because it feels good because the difference they're making is getting bigger and brighter. And so we really want to get into this case study of your Daft Day. And I want to talk like talk to us, Trish, about how did you prepare for Daft Day 2024? Kind of give us the 10,000 foot view and kind of tell us what the strategies look like that were most effective for you.
D
Sure. Well one, we were excited that there was a Daft Day because all of a sudden there was this moment in time for daft donors. And I think it gave our organization something to rally around, to educate our team, our board versus just year round giving is something that we care about deeply. But trying to get different departments, the marketing team really to want to participate. Having a single day of giving is something that everybody can get on board with. And so DAF Day was the first opportunity really. It's actually the first time we ever posted about dafs on social media because we had that giving day. It gave us that opportunity to collaborate across Departments and I think for strategies for how we tackled that. It was about talking to donors. We did more one to one outreach than we did mass communications. That first staff day was our first toe dip into things like social media and more of a mass marketing approach. I think this year we'll see more of it because we had such great success. Everyone is really excited to continue leaning in, but lots of one to one outreach. Emails, phone calls, postcards, handwritten postcards, video email. We tried everything to get the word out and share about this day to maximize what we thought we could do and it was great.
B
Click on that because I would love to know what your message was. What did you say to people? What did that postcard say? What did that video say?
D
It really was just one letting them know that Daft day was this first of its kind giving day. And if they had a donor advised fund, inviting them to be part of that with us. And for Komen specifically, October is national Breast Cancer Awareness Month. We're already doing so much storytelling and talking about the impact that donors can have and so really leaning into that but then adding that their donor advice fund and the impact that they can have, you know that breast cancer really needs all of us. And people with the DAF are just, they're incredibly generous and thoughtful with their philanthropy and so it was an invitation to join us and we were blown away.
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Hey friends, here's a bit of real talk. This movement doesn't happen without community and that includes our incredible ecosystem system partners.
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Big gratitude to give butter, RKD Group, donor doc, feather whiteboard and so on. These aren't just sponsors, they're mission driven allies showing up to fuel change alongside us.
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Their support helps bring you the free tools, education keynotes and summits because they believe like we do that investing in people is what powers real impact.
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You want to learn more, head over to weareforgood.com Rex that's weareforgood.com recs for VIP access to orgs and amazing humans doing really great work. I feel like there's a through line on recent conversations and like it goes back to the earliest conversations too. Like if you don't ask, it's really hard to expect that and planting that seed. You're in year one doing this, having this kind of success. It's amazing to think about as people understand they start to plan for it, et cetera. Like how this is just going to snowball over time. So what lessons do y' all feel like y' all learn from this approach? Maybe at Komens or Mitch, you get purview of tons of organizations doing this too, that other nonprofits could really apply to their prioritization of chasing the daft.
C
Yeah, I'm happy to jump in too, because there's so many valuable lessons to learn. I think I was just hearing Kirsch say an invitation. Like, I just love that framing. And I think it hearkens to some historical gaps in the daft donor experience. Like, yes, using your DAP has all these benefits that we talked about and why people are adopting them, but also if you just put your. And I love that Becky and Trish both have adaptsy, like, you know, the experience. And I recommend it for any fundraiser to just like give it a try so you can see what your donor sees. But I always put myself in the shoes of that donor to. That's like, I got this amazing video message from Trish. It's Susan. You come and I'm so inspired and I. And I want to go support and normally when someone's making your credit card gift, it's like in our domain we can like nurture the experience. Like keep showing them messages, like, send the follow up right away they see the landing. Thank you, whatever. When you go log into your dap, especially if you're maybe a more old school provider, you're going to log into your bank account. It's like not an inspiration. The inspiration starts to wane. You have to go look. You have to go look up the org, try to find them and you're just. And then you send the gift and you're like crickets. Crickets, right? So I think the invitation to say be a part of something and to give in a collective way, in a collaborative way, and this is the moment and you're going to do this a bunch of other people and you're going to have this impact like that is a groundbreaking message to a daft owner. And I think you can't underestimate the value of painting the picture of a new kind of experience for how they can give. It's just so powerful.
B
I think you've hit on something here, Mitch, which is we have missed cultivating and stewarding and saying thank you to the daft donor. And I think that what you've really grasped onto here is the Ability to deepen the relationship with the donor, to make sure that there is greater alignment. And not just because you've diversified the way they can give, but you've expanded the conversation, I think, in a very meaningful way. I mean, Trish, had you seen that play out with Komen in any sort of way?
D
Yeah, I mean, I. I definitely think so. And I think one of the things that we really try to focus on to continue to make that improvement in the donor experience is being really curious and asking for feedback so that when we are connecting with these donors right after they've made a gift, finding out what the experience was like for them so that we can continue to improve it. Those that use DAF pay, it's very, very good feedback. It's easy. It's simple. And then for donors that are not using DAF pay and giving offline, sometimes it's a little clunky. But we get a lot of really great feedback from them and are still trying to improve that experience so that they want to partner with us again in the future and that we can stay connected with them. So, yeah, I mean, it's been fantastic.
A
I mean, yeah, I think I keep thinking of it. The same idea of you walk up and you realize you have a Venmo balance. You're like, sweet. I want to buy that right now. It's so much. Removes the friction, you know, And I think you're doing that, like, on such a charitable way. This parlays really great into, like, this idea of if you're listening today and you're like, man, I want to get in on this. What is, like, a good first step for someone building their first ever strategy and thinking about doing DAFs throughout the year, you know, it doesn't have to be just on daft day. What is some good jumping off points for those listening and want. Want to dig in. Trish, you want to take that first?
D
Yeah. So I think one important thing is to look at the data that you already have. You know, are you tracking DAF donors and how are you tracking them so that you can go back and look at. Can you segment and talk to those donors specifically about giving from their daf? That's something that we learned we were not doing very well, and we've taken steps to try and improve so that we can segment and then, I think, you know, not limiting donors or only talking to donors that, you know, have a daf, because we do see so many conversions, so making giving from a DAF easier. Things like if you can't add it on a main donation page. To Mitch's point, having it at that moment of checkout is really, really important because if somebody has a DAF and they weren't even thinking about giving from their daft, they just showed up and they were going to make a gift with their credit card. But you have that DAF pay option. There's what I call this light bulb mom to where it's like, oh, wait, I have one of those. And here I didn't. I wasn't even thinking about using it. And so I think giving donors more opportunities to use the DAF and for it to be seamless and easy, regardless of if it's an event, if it's, you know, through. Through digital, I think that's really, really important. And just jumping in, make it easy.
A
So good. Is there anything you'd add, Mitch?
C
Yeah, I think for anyone wondering what are my next steps here, first and foremost is just like, do one thing. You know, you just find what resonates with you. I think that's really my overarching message around Daft Day in particular, is like, just use this to get one thing done that you wanted to do. I've heard people say, like, oh, we've. We finally updated our website to have DAPs listed on our Ways to Give page. You are doing great. You know, I'm like, just figure out the one thing you can get done. And if, if people are excited and you want to do more, go on from there. But I think finding that one step forward, internally or externally, is great. I also think something I just want to underline from Trish is that don't be too cautious in who you communicate about this with, because people are curious. And I think another, a really valuable aspect of DAP day as a moment of communication and engagement is it's first and foremost education. And that's a gift in fundraising to have an opportunity to be delivering value to your audience. Yes, there's an organic, like, ask in there, like, you want them to give to you as well. But I just think people are often, they overthink, like, okay, well, what if maybe they. They don't have enough money for a daft? Or they. They've only given $50 before. Like, do they want to learn about DAs? Like, like, you're educating people. It's helpful for anyone to learn about. You're not telling them what to do. It's educating. And if someone already has a da, they're going to be excited that you're talking about it, because Most people with DAFFs are like Trish, where they're like, I have this incredible thing. Most people don't know about it. It helps me with my giving. It does. So they're like super fans. And if you can help align their super fandom with their daft to your cause, like, that is such a big unlock for you. And lastly is just like Trish mentioned being running major gifts and planned giving at Coleman, she has helped really spearhead this effort across the whole organization as a champion. And so don't be limited by your role. If you're excited or near lit up by this topic and no one else is taking it on in your organization, pursue it and do it collaboratively. And that's where you're going to see the best results.
B
I think what I'm taking away from this conversation is get in the game. I think it's time to get in the game. And when you start educating us. Thank you, Trish and Mitch. About just this concept alone. You begin to see that these things are becoming so much more mainstream. And to not get in the game is means that we're not only leaving money on the table, but we're leaving believers behind who are already rabid fans of our mission. And so I just want to thank you for lifting the power in this. I mean it very much. John. Reminds me of that conversation we had with Vance Rauch over at Overflow about when you start to unlock Venmo, Apple, Pay das, when you start to diversify and allow your audience to choose and to identify what works for them. Guess what? Your funding expands your understanding and your engagement with your donor expands their ability to be a part of the miracles and the movement expands. So just dip your toe in. I think that's what we're saying here. And so I deeply, deeply appreciate this conversation. You know, we end all of our conversations with the one good thing. So, Mitch, I'm going to kick it to you first because you've done this before. It'll give Trish a second to think about it. What's the one thing good thing you're going to leave with our audience today?
C
This is new for me, but I've been really enjoying it for the past few weeks. I don't know, like, for others, I am always trying to start new habits or get myself to, like, I should stretch in the mornings or I should read more and I'm like, really bad, like really bad at following through. But I started journaling. But, like, make it a few sentences, like a half page and like making myself do it right when I Get up every morning. And I'm finding that now that's given me, like, the framework to also track the other things I want to do. Like, did I read one page of a book? You know, did I work out today? Like, whatever goals you're trying to track. But for me, I feel like I've unlocked the. The foundation to monitor and, like, handle more habits that I want to form by just engaging with my own, like, thoughts in a journal on a daily basis. And back to like, our just get started. I'm like, actually having a half a page limit on what I can write has helped make it less intimidating. So it's working for me if other people want to try.
A
Now you get all this accountability putting this out there too.
C
No kidding.
A
We'll check in in two weeks.
B
What about you, Trish?
D
Well, I'm heading into a really busy time of year and I think one thing that helps me because I have to reground myself frequently right with. It can get really chaotic, I think, for everyone in. In this work. And sometimes we feel like we have 10 jobs and not one. And I try and remind myself every single day to look back at stewardship and gratitude and remembering the joy in giving and people really so supporting the organization. And if I can do that and do some stewardship every single day and not push it off because there's meetings and there's five other things that we need to do to drive revenue. The time spent and usually the stories that we get in those calls is, man, it's a good way to fill your cup and just get you through another day when things are really busy. So just stay rooted in gratitude and talk to as many people supporting the cause as you can.
A
And you're such a good gift officer. We could chat with y' all all day. I'm so sad this is coming to a close, but those listening are going to want to connect with y'.
D
All.
A
Find out more about Chariot. Connect with y' all at Coleman. Could y' all kind of point us to where y' all are hanging out online and how people can find you? Mitch, what you got?
C
Yeah, I am more on LinkedIn than anyone.
A
And you're so good at it.
B
For Mitch's LinkedIn is so fire. Please go follow him.
C
So, yeah, let's. Let's connect there for sure. And yes, specifically around DAF Day. Like go to dafday.com resources there you can claim your account, make sure you're verified on the giving page, etc. So I think that those would be your two next steps for your Chariot.
D
I second that. Definitely follow Mitch. The DAF content is so good. It helps all of us. We are all learning all the time in this space. So I look at every post. I just adore Mitch's content. I'm also on LinkedIn and spend a lot of time there. So if anyone would like to connect, that is a great place to do it for sure.
B
Well, appreciate you both. Thank you for bringing this incredible case study, these new concepts, this modern way to be. We're going to meet our donors where they are. We are rooting for both of you. Please go connect with Trish, go over to Chariot, meet with Mitch. They're going to take care of you. Friends, keep going, rooting for you and all the good that you're putting into the world. Thank you.
D
Thank you so much.
We Are For Good Podcast — Episode 644: Unlocking DAF Potential: Susan G. Komen’s Record-Breaking $267,000 DAF Day
Guests: Trish Davis (VP of Major Gifts & Planned Giving, Susan G. Komen), Mitch Stein (Head of Strategy, Chariot)
Hosts: Jon McCoy, Becky Endicott
Release Date: September 10, 2025
This episode explores the explosive growth and untapped opportunity of Donor-Advised Funds (DAFs) in nonprofit fundraising, illustrated by Susan G. Komen’s groundbreaking $267,000 single-day DAF campaign. Hosts Jon and Becky are joined by Trish Davis, who led the effort at Komen, and Mitch Stein, whose company Chariot helped smooth the DAF donation process. Together, they demystify DAFs, share actionable strategies, and advocate for all nonprofits to embrace these emerging giving vehicles.
Mitch Stein’s Backstory (03:10):
Trish Davis’s Nonprofit Path (06:05):
DAF Basics and Appeal (09:12):
Why DAFs are Booming (14:27):
DAF Day as a Rallying Point (19:39):
Personalized Outreach Wins (19:39):
Lower the Barriers (28:42):
Communicate with Everyone (28:44):
Start Simple, Build Momentum (28:44):
Stewardship Matters (26:01, 33:34):
“Get in the game... Not only are we leaving money on the table, but we're leaving believers behind who are already rabid fans of our mission.”
—Becky Endicott (30:58)
Connect with Guests:
Practical Next Step: