644. How One Org Raised $267,000 in Donor Advised Funds in Just One Day - Trish Davis and Mitch Stein

Meet Trish + Mitch 🤝 — Trish Davis, VP of Major Gifts + Planned Giving at Susan G. Komen, and Mitch Stein, Head of Strategy at Chariot. Together, they’re reshaping the future of charitable giving.

Trish shares her inspiring path from military service to leading transformational fundraising initiatives at Susan G. Komen, while Mitch is on a mission to simplify donor-advised fund (DAF) giving and make it more accessible for nonprofits everywhere. And when their expertise comes together? You get powerful results—like the $267,000 Susan G. Komen raised in a single day through the strategic use of DAFs.

In this episode, you’ll hear the story behind that success, plus practical strategies and tools to help nonprofits leverage DAFs to spark deeper donor engagement and long-term retention. Trish + Mitch make it easy to understand the benefits for both donors and organizations, with insights you can put to work right away.

✨ Whether you’re a seasoned fundraiser or brand-new to DAFs, this conversation will leave you inspired, equipped, and excited about the future of philanthropy.

Episode Highlights: 

• Inside the story of Susan G. Komen’s $267K fundraising day (03:15)
• Mitch breaks down the benefits + mechanics of DAFs (07:30)
• Trish shares her journey from military service to nonprofit leadership (12:45)
• Practical strategies for nonprofits to leverage DAFs + boost engagement (18:20)
• How Chariot is simplifying DAF donations + improving donor experience (24:10)
• Why cross-team collaboration matters for fundraising success (30:00)
• Mitch’s One Good Thing (31:00)
• Trish’s One Good Thing (33:00)

Episode Shownotes: www.weareforgood.com/episode/644

About our Sponsor Givebutter 💛

Nonprofits use Givebutter to bring together multiple categories of tools, including mobile-friendly donation forms, fundraising campaigns, events, auctions, email marketing, a built-in CRM, and so much more. Head to givebutter.com/weareforgood to sign up for your free account today and get started in minutes.

Thank you to our partners 🩵

Big gratitude to Givebutter, RKD Group, DonorDock, Feathr, Whiteboard and Sowen for their partnership in growing the Impact Uprising. If you’re searching for a new CRM, tech tool, brand partner, direct mail partner, or impact strategist— we’d love for you to start with our trusted recs. We’ve vetted them so you don’t have to. Head to weareforgood.com/recs to learn more.