Donor Education Series (with HFJ) 1

Donor Advised Funds Explained, Critiqued, and Reimagined

Monday, October 28 – 12:00 p.m. to 1:00 p.m. CT

Virtual event

Get all your questions answered about donor advised funds (DAF). Learn why they’re popular, the tax benefits and the dark side of DAFs. Headwaters holds DAF for individuals and families. Our radical approach to donororganizing and our philosophies around philanthropy as an institution founded on our nation’s racial wealth divide have us DAF’ing differently. We prioritize moving resources to movements with urgency and our DAF holders subscribe to these sentiments as well.

Join us for a lively conversation!

Presenters include:

Leah
M.Delorie Headshot 2023

Leah Olm, a third-year tax law student at Mitchell Hamline. She is currently an extern at the Minnesota Tax Court, a student attorney in Mitchell Hamline's Nonprofit Tax Clinic. Prior to law school, she practiced and taught nonprofit fundraising for 15 years and it sparked an enduring curiosity about the tension between philanthropy and democracy. She's been a cheerleader of Headwaters for a long, long time.

Mary Delorié, Director of Individual and Donor Advised Fund Giving at Headwaters. Mary inspires individuals and households to make personally meaningful gifts to HFJ. She is HFJ’s lead strategist on developing appeals that motivate donors to fuel movement organizers across Minnesota. She manages an extremely conscientious and fun team in the process. Mary also creates spaces for donor engagement and education and guides a group of volunteer donor organizers and HFJ ambassadors on HFJ’s all volunteer development committee.