Ron is joined by Karen Heath Wade, Chief Business Development Officer from AEF, to discuss Institutionally Empowered Tactics and Strategies.

Karen discusses not only how DAFs are transforming philanthropy, but how that philanthropic transformation is happening. As Karen puts it, “It's really advisor led, values aligned, and then technologically enabled and technologically adaptable.” 

They cover everything from an advisor-led, value-aligned approach to how the industry is adapting to new technologies. The tactics are changing, the strategies are evolving, and Karen and Ron sit down to discuss it all.

Let’s talk institutionally empowered tactics and strategies. Let’s talk DAFs.