Mitch Stein
Head of Strategy at Chariot, a financial technology company focused on donor advised fund payments. He leads the company's major sector-wide initiatives and is a featured speaker at conferences and workshops.
Best podcasts with Mitch Stein
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Aug 30, 2025 • 48min
Ep. 235: Donor-Advised Funds Demystified (with 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.
Sep 8, 2025 • 34min
#354- Demystifying DAFs with Mitch Stein
Mitch Stein, Head of Strategy at Chariot and expert in donor-advised funds (DAFs), breaks down DAFs, revealing they're not just for the wealthy. He shares insights on why a staggering $250 billion sits in these funds and how nonprofits can access it. Mitch emphasizes the importance of building relationships over just courting fund managers to unlock DAF dollars. He also highlights common pitfalls like missed acknowledgments and poor data practices, providing practical tips for better stewardship and fundraising success.
