Donor Advised Funds: Part 2 – Implementation Guide for Nonprofits

This implementation guide represents Part 2 of a comprehensive two-part series on Donor Advised Fund (DAF) cultivation for nonprofit organizations. Part 1 provided strategic assessment tools including organizational readiness evaluation, competitive market analysis, and resource requirement planning to determine DAF cultivation viability. Part 2 delivers systematic implementation methodology through five distinct phases: foundation setting and leadership alignment, sponsor relationship development, professional advisor network building, project development and positioning, and performance measurement optimization. The guide emphasizes ecosystem positioning over traditional donor cultivation, recognizing that successful DAF cultivation requires building relationships with intermediaries who control access to committed charitable capital. Successful implementation requires understanding Part 1's strategic framework, as organizations scoring below 70 points on the self-administered readiness assessment should address identified deficiencies before proceeding with Phase 1 implementation activities.

Please Create a Free Account to view the complete update as well as our full Management Guidance library at no cost or obligation.

NOTE: If you have already created an account, please be sure to log in.

Browse Our Libraries

Subscribe Now!

Sign up for our complimentary, no cost Nonprofit News updates emailed to you weekly.
By subscribing you agree to our Privacy & Complaint and Terms of Use Policies