Episode Details

Donor-advised funds (DAFs) now hold over $250 billion and yet, many nonprofits still struggle to fully access and leverage this growing source of funding. So what’s really happening behind the scenes, and why are so many organizations unintentionally leaving money on the table? In this episode of Money to Give, Rick Peck sits down with Mitch Stein, Head of Strategy at Chariot, to break down the evolving role of DAFs and what nonprofits must understand to stay competitive in today’s giving landscape. From outdated misconceptions to real-world data showing how DAF donors actually behave, this conversation challenges common narratives and reveals where the biggest opportunities lie.

Together, they explore how technology is transforming the donor experience, why ease of giving directly impacts donation size and frequency, and how nonprofits can better identify, segment, and engage DAF donors across all giving levels not just major gifts. Mitch also shares compelling insights on donor psychology, the rapid rise of mid-level DAF users, and the internal shifts organizations must make to adapt. If your nonprofit isn’t actively preparing for the future of giving, this episode will show you exactly where to start and how to turn friction into fundraising growth.



Contact Rick Peck:
Website: https://www.thephilanthropyguy.com
Email: ThePhilanthropyGuy@gmail.com
Book A call: Rick Peck's Calendar
Sign Up For Charitable Giving Newsletter: Charitable Giving Newsletter
LinkedIn: Richard Peck

Contact Mitch Stein:
Website:Chariot | Unify, Enrich, & Sync Your Offline Gifts
LinkedIn: Mitch Stein