Activating Donor-Advised Funds for Nonprofits

Activating Donor-Advised FundsThe Nonprofit Leader's Complete Guide to DAF Fundraising

The 12-week cohort is for nonprofit leaders who are over hearing about DAFs and not understanding them, much less stewarding DAF donors.

Over $326 billion is sitting in DAFs. Nearly $65 billion was granted out in 2024. And most nonprofits aren't even showing up in this ecosystem.

This isn't just another PDF download. It's a 12-week live program where you'll build the systems, messaging, and relationships that actually turn DAF donors into committed, consistent donors.

What You'll Learn

DAF 101: Foundations

Understand how DAFs actually work, who the sponsors are, and why most nonprofits miss the opportunity. You'll walk away with a clear assessment of where your organization stands right now.

DAF 102: Your Digital Front Door

Audit your website, donation page, and digital presence through the eyes of a DAF donor and their advisor. Fix the red flags that kill DAF grants before they ever happen.

DAF 201: Policies, Templates, and Stewardship

Build the gift acceptance policy, acknowledgment templates, and stewardship sequences that keep DAF donors legal, recognized, and connected. No more scrambling when the grant check arrives.

DAF 202: Messaging That Doesn't Sound Like Everyone Else

Write the core messages that speak to DAF donors and their advisors. Move from generic "we do great work" to specific, unforgettable positioning that gets recommended.

DAF 301: The Systems That Make Money Stick

Map your gift flow, fix the leaks, and build CRM habits that track DAF grants separately from individual donations. Know who gave, when, and how to follow up.

DAF 302: The Long Game

Build the 90-day advisor engagement plan and the one-page roadmap that keeps your DAF strategy alive after the cohort ends. This is where the work becomes permanent.

How It Works

  • 12 weeks. One module every two weeks.
  • Live Office Hours every other week. Bring your questions, your stuck points, and your actual work. These are working sessions, not lectures.
  • 6 complete workbook modules. Downloadable, actionable, and yours to keep.
  • Private community access. Connect with other nonprofit leaders building the same systems.
  • Cohort starts the week of September 7.

The Investment

Founding Level

$1,197

12-week program with 6 workbook modules, live Office Hours every other week, and private community access. Use these to build your systems, fix your digital front door, and write messaging that actually speaks to DAF donors.

First 10 seats only, after it's $1,497.

Enroll at the Founding Level
Premium Level

$1,997

Everything in the Core Level, plus two private 1-on-1 strategy sessions with Epic Philanthropy during the program. Use these to troubleshoot your specific situation, review your messaging, or get direct feedback on your advisor outreach plan.

Only 5 Premium spots available.

Enroll at the Premium Level
Core Level

$1,497

12-week program with 6 workbook modules, live Office Hours every other week, and private community access. Use these to build your systems, fix your digital front door, and write messaging that actually speaks to DAF donors.

 

Enroll at the Core Level

Frequently Asked Questions

You will receive a welcome email within 24-48 hours with your workbook access, the cohort calendar, and your first assignment. The live Office Hours schedule and live video call links will be sent before the first session. If you have questions before enrolling, email hello@epicphilanthropy.com.
Development directors, executive directors, and nonprofit leaders who know DAFs are a massive opportunity but do not have a system to capture them. If you have been trying to figure this out alone, this is the system.
This is not a passive course. You will do the work in the workbooks, show up to Office Hours with real questions, and build actual templates and policies. If you are looking for a certificate to hang on the wall without changing anything, this likely isn't it.
Sessions are recorded and posted within 3-5 business days. You have full access to all recordings for 12 months.
A computer, internet access, and a free Ruzuku account. Workbooks are downloadable PDFs. No special software required.
Yes. This is built for nonprofit staff and leadership. Consultants serving nonprofits should email us before enrolling.
Plan for 2-3 hours per week: one hour for the module and workbook, plus the live Office Hour calls every other week.
Each enrollment is for one participant. If you want to enroll multiple team members, contact us for team or private pricing.
All sales are final. Due to limited seats and immediate workbook access, we do not offer refunds. You may transfer your seat to a colleague at your organization.
This program is educational strategy, not legal, tax, or financial advice. It does not provide any professional certification. For specific guidance on gift acceptance policies, tax implications, or compliance matters, consult your attorney or accountant.

Doors Close September 1

$1,197

The cohort starts the week of September 7. Enrollment closes when the seats are full or September 1, whichever comes first.

Enroll at the Founding Level