September 21, 2017- Donor Advised Funds: Friend or Foe?

Donor Advised Funds: Friend or Foe?

Sindy L. Craig- Director of Planned Giving, The San Francisco Foundation

Thursday, September 21, 2017

11:30-1:30

As more and more donors choose to use donor advised funds for their charitable giving, how does this trend impact donor relations? This session will include a review of DAF mechanics; the current DAF “rules of the road” and DAF benefits. Discussions will be focused on how to early engage donors by educating them on the variety of ways gifts can be made.

Speaker: Sindy L. Craig, J.D., L.L.M.

Sindy Craig is the director of planned giving at The San Francisco Foundation and has over 15 years of diverse gift planning experience. She has led integrated major and planned giving efforts in campaigns of $250 million to $2.5 billion. Sindy, a proud first generation college graduate of Bowling Green State University; earned her J.D. degree from the University of Oklahoma; and an LL.M. in taxation from the University of Washington. She enjoys working with donors, families and their advisors to create lifelong and legacy philanthropic plans. Sindy serves as a board member of the National Association of Charitable Gift Planners (formerly PPP) and the Northern California Planned Giving Council, and is a past Board member of the Central Ohio Planned Giving Council where she served as chair of the education committee.