644. How One Org Raised $267,000 in Donor Advised Funds in Just One Day (Trish Davis and Mitch Stein)
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Overview
Meet Trish + Mitch 🤝 — Trish Davis, VP of Major Gifts + Planned Giving at Susan G. Komen, and Mitch Stein, Head of Strategy at Chariot. Together, they’re reshaping the future of charitable giving.
Trish shares her inspiring path from military service to leading transformational fundraising initiatives at Susan G. Komen, while Mitch is on a mission to simplify donor-advised fund (DAF) giving and make it more accessible for nonprofits everywhere. And when their expertise comes together? You get powerful results—like the $267,000 Susan G. Komen raised in a single day through the strategic use of DAFs.
In this episode, you’ll hear the story behind that success, plus practical strategies and tools to help nonprofits leverage DAFs to spark deeper donor engagement and long-term retention. Trish + Mitch make it easy to understand the benefits for both donors and organizations, with insights you can put to work right away.
✨ Whether you’re a seasoned fundraiser or brand-new to DAFs, this conversation will leave you inspired, equipped, and excited about the future of philanthropy.
Learn:
How Susan G. Komen raised $267K in a single day through DAFs 💡
Fresh insights on using DAFs to deepen donor engagement + retention
How Chariot is simplifying the DAF process for donors + nonprofits
The big wins: tax advantages, streamlined giving + stronger relationships
Practical strategies to weave DAFs into your fundraising toolkit ✨
First Steps in Building a DAF Strategy
Start with your data. Are you tracking DAF donors? Can you segment and speak to them directly?
Don’t limit donors. Create more opportunities for them to use DAFs—make it seamless + easy.
Take one step. Just jump in and try one thing to get started.
Go beyond your role. If you’re excited about DAFs, lean in and pursue it collaboratively.
Today’s Guest:
Trish Davis | VP of Major Gifts + Planned Giving at Susan G. Komen
Mitch Stein | Head of Strategy at Chariot
“Staying rooted in gratitude and stewardship is key to maintaining donor relationships.”
Episode Transcript
Download Full Episode Transcript Here
Episode Highlights
Inside the story of Susan G. Komen’s $267K fundraising day (03:15)
Mitch breaks down the benefits + mechanics of DAFs (07:30)
Trish shares her journey from military service to nonprofit leadership (12:45)
Practical strategies for nonprofits to leverage DAFs + boost engagement (18:20)
How Chariot is simplifying DAF donations + improving donor experience (24:10)
Why cross-team collaboration matters for fundraising success (30:00)
Mitch’s One Good Thing (31:00)
Trish’s One Good Thing (33:00)
Powerful Quotes
"DAFs are the coolest thing in philanthropy right now, and there's no stopping their growth." - Trish Davis
"The intentionality and commitment behind DAFs lead to more significant and frequent giving." - Mitch Stein
"We are just scratching the surface of what DAFs can do for our organization." - Trish Davis
"DAFs are transforming the landscape of charitable giving, making it more accessible and impactful." - Mitch Stein
"The invitation to be part of something bigger is a groundbreaking message to a DAF donor." - Mitch Stein
"DAFs are not just for major gifts; they are a tool for all donors." - Trish Davis
"DAFs allow donors to give more frequently and with greater impact." - Trish Davis
"Using your DAF is like Apple Pay for philanthropy, making the process seamless and immediate." - Mitch Stein
Trish’s One Good Thing : “Remember the joy in giving. Stay rooted in gratitude and talk to as many people supporting the cause as you can.”
Mitch’s One Good Thing: “Embrace journaling and reflection.”
Resources:
Case Study: https://www.givechariot.com/susan-g-komen
Give Chariot Fundraising Report: https://www.givechariot.com/daf-fundraising-report
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