Mitch Stein

Mitch Stein, Head of Strategy at Chariot and a thought leader in donor-advised fund payments, joins Glennda Testone to clarify the complexities surrounding Donor-Advised Funds (DAFs). He shares his inspiring journey from investment banking to nonprofit fundraising, revealing the connection between finance and philanthropy. They discuss common myths about DAFs, emphasizing their accessibility to diverse donors and the potential for growth through legislative changes. Insights on personalizing donor experiences and strategies for nonprofits to maximize DAF contributions are also highlighted.