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How Nonprofits Can Unlock $326B in Donor-Advised Funds
Donor-advised funds (DAFs) are the fastest-growing source of nonprofit giving. Are you missing out? 💰
In this episode of Fiscally Awesome, Hiline CEO Matt Gardner sits down with Mitch Stein, Head of Strategy at Chariot, to break down everything nonprofits need to know about DAFs and how to unlock this powerful funding stream. What you'll learn:
- What a donor-advised fund is and how it works
- Why $326 billion sits in DAFs, and why most nonprofits aren't set up to receive it
- The #1 mistake nonprofits make with DAF donor data
- Practical first steps to become "DAF ready"
- How to work with community foundations to unlock both grants and DAF gifts
- Why your EIN visibility could be costing you donors right now
Key Insight: Fidelity Charitable distributes over $18B/year and is growing 20–30% annually. If DAFs aren't part of your fundraising strategy, you're leaving money on the table.
Guest: Mitch Stein, Head of Strategy at Chariot Mitch started his career at Goldman Sachs before moving into the nonprofit tech space. At Chariot, he helps nonprofits raise more from DAF donors and streamline complex gift processing through tools like DAF Pay, which integrates with 70+ fundraising platforms.
- Learn more: givechariot.com
- Follow Mitch on LinkedIn: linkedin.com/in/mitchstein
About Hiline: Hiline provides outsourced accounting, CFO services, and financial operations support to small businesses and nonprofits. We help organizations build the financial infrastructure they need to grow. Learn more → Subscribe for weekly financial insights for small businesses and nonprofits!
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By Matt GardnerDonor-advised funds (DAFs) are the fastest-growing source of nonprofit giving. Are you missing out? 💰
In this episode of Fiscally Awesome, Hiline CEO Matt Gardner sits down with Mitch Stein, Head of Strategy at Chariot, to break down everything nonprofits need to know about DAFs and how to unlock this powerful funding stream. What you'll learn:
- What a donor-advised fund is and how it works
- Why $326 billion sits in DAFs, and why most nonprofits aren't set up to receive it
- The #1 mistake nonprofits make with DAF donor data
- Practical first steps to become "DAF ready"
- How to work with community foundations to unlock both grants and DAF gifts
- Why your EIN visibility could be costing you donors right now
Key Insight: Fidelity Charitable distributes over $18B/year and is growing 20–30% annually. If DAFs aren't part of your fundraising strategy, you're leaving money on the table.
Guest: Mitch Stein, Head of Strategy at Chariot Mitch started his career at Goldman Sachs before moving into the nonprofit tech space. At Chariot, he helps nonprofits raise more from DAF donors and streamline complex gift processing through tools like DAF Pay, which integrates with 70+ fundraising platforms.
- Learn more: givechariot.com
- Follow Mitch on LinkedIn: linkedin.com/in/mitchstein
About Hiline: Hiline provides outsourced accounting, CFO services, and financial operations support to small businesses and nonprofits. We help organizations build the financial infrastructure they need to grow. Learn more → Subscribe for weekly financial insights for small businesses and nonprofits!