Apra Greater Houston

The ABCs and 123s of DAFs

  • 23 Feb 2024
  • 12:00 PM - 1:00 PM
  • Virtually - link will be sent upon registration


  • Free

Registration is closed

The ABCs and 123s of DAFs

presented by 

Melissa Bank Stepno, Managing Director of DAFinitive® and VP of Data Insights for The Helen Brown Group

Melissa Bank Stepno is Managing Director of DAFinitive® and Vice President of Data Insights for The Helen Brown Group. Based in NH, Melissa has worked in the non-profit industry for more than two decades, spending the majority of her time consulting with organizations on using wealth screenings, predictive modeling and other analytics to drive prospecting efforts and strategic decision making. As a thought leader, her areas of interest also include the effective use of data and analytics to drive fundraising growth, the impact of high-net-worth philanthropy on major giving programs and on developing best practices for prospect research and prospect management. Melissa served for 6 years on the Apra Board, having led the organization as President from 2021-2022. Melissa has also served on the boards of NEDRA, AFP NNE, and the Brandeis University Alumni Association.

In the first portion of this presentation on Donor Advised Funds; focusing on how they work, why donors like them, their growth over recent years, current trends, etc.  She's also excited to share at the end of the session The Helen Brown Group's new tool, DAFinitive®, where she'll do a quick demo. We encourage you to bring all of your questions about donor advised funds to the session!

For more information and/or questions please contact aprahouston@gmail.com.

We encourage you to JOIN or RENEW your membership today to attend future lunch and learns without charge.

APRA Greater Houston is a 501(c)6 non-profit organization.
Houston skyline by Katie Haugland Bowen with modifications by Apra GH under CC BY 2.0.

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