Successful Nonprofits Podcast

Arlene Cogen shares her guidance getting the largest contributions from donor-advised funds. Arlene is a financial planner with more than 20 years of experience in the trust and investment services industry but also a considerable background in nonprofit fundraising and administration. She guided the nation’s 9th largest community foundation for over a decade and authored her book, Give to Live, Make a Charitable Gift that you Never Imagined.   *****Timestamped Highlights***** (1:55) Arlene explains how her daughters inspired her to leave Wall Street and transition to a career in the nonprofit sector. (5:40) How people transition from a “gain as much money as I can” mentality to a philanthropic one. (6:40) How donor-advised funds make philanthropy easier, more fun, and provide anonymity. (10:10) The three ways to get access to donors advised funds without knowing who the donors are. (13:10) The importance of connecting to your local community foundation’s donor relationship team and respecting boundaries.