The ABCs and 123s of DAFs
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!
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