DAFs 101
Brooklyn Org DAF Program
Fundholder Stewardship
Legacy Planning
100

DAF is an acronym for what charitable giving tool?

What is a donor-advised fund

100

What is the minimum initial contribution amount to open a classic donor advised fund at Brooklyn Org?

What is $5,000

100

This email address is the most frequently used for fundholder communications, but is also where prospective fundholders can reach out to for more information

What is donorservices@brooklyn.org

100

This type of professional is often a referral source for Brooklyn Org’s legacy planning as they support donors with their post-life philanthropic plans

What is an estate planning attorney, fiduciary, or wealth advisor

200

When a donor puts cash or appreciated assets into one of these accounts, they receive this immediate financial benefit?

What is a federal income tax or charitable deduction

200

What is the policy at Brooklyn Org that every grant needs to pass to be funded?

What is the Anti-Hate Policy

200

This webinar, held at the beginning of June, was the latest in a series of educational events for DAF prospects

What is DAFs 101: Smarter Giving in Brooklyn

200

If a donor passes away, these individuals, named in advance, take over the authority to recommend grants from the donor-advised fund

What are successor advisors

300

Besides a direct contribution, this strategy provides fundholders with a tax-free way to grow their donor-advised funds?

What is investment strategy 

$100 bonus to anyone that can name an investment strategy available to fundholders

300

What is the minimum grant amount?

What is $250

300

A recent event titled, “An Evening at Red Hook Farms,” invited fundholders interested in what BKO impact area to gather to discuss the philanthropic role of their donor-advised fund in supporting Brooklyn?

What is Environmental Justice

300

This is the most common and simple way a donor leaves a legacy gift, usually done by including a short paragraph in their last will and testament

What is a bequest

400

This day is an important deadline for many donors considering making a donor-advised fund contribution count for that year’s charitable tax deduction?

What is December 31st

400

What campaign is running until the end of June to support the growth of our donor-advised fund program?

What is the $718 Campaign

400

These two fundholder actions are the ultimate goals of fundholder stewardship at Brooklyn Org

What is retainment & growth

400

This occurs when a charitable organization is set to receive the remaining assets upon the account owner's passing

What is a nonprofit beneficiary designation