🎧 https://amzn.to/3JACx8e

In this episode, Ted sits down with Donna Callejon, a longtime philanthropy executive, board leader, consultant, and donor with decades of hands-on experience across community foundations, national DAF sponsors, and global giving platforms.

Donna brings a grounded, candid perspective shaped by working on every side of the table, donor, nonprofit, intermediary, and advisor. This conversation moves beyond talking points to explore how DAFs function in practice, where they succeed, where they fall short, and what donors and advisors too often misunderstand.

Together, Ted and Donna explore:

1. Community foundations and national DAF sponsors
   Why smaller, community-based DAFs are often painted with the same brush as large national providers, and why those distinctions matter for donors, nonprofits, and advisors.

2. What donors misunderstand about DAF limitations
   How legal, operational, and sponsor-driven constraints shape what DAFs can and cannot do, especially around for-profit entities, staffing, and complex or international giving.

3. Why DAFs took off when they did
   How wealth creation, national sponsors, technology, and the Pension Protection Act of 2006 combined to transform DAFs from a niche tool into the fastest-growing vehicle in philanthropy.

4. Regulation, power, and political reality
   Why major regulatory change is unlikely without a crisis, and how scale and influence shape the future of DAF policy debates.

5. Impact beyond traditional grantmaking
   How DAFs can support entrepreneurship, impact investing, and creative charitable structures when sponsors are willing to do the hard work of compliance and oversight.

6. Technology’s promise and its limits
   Why ease of use matters for donors, but why tech-driven “baskets,” algorithms, and AI-curated giving often misunderstand how people actually give.

7. The future of donor-advised funds
   Why growth is likely to continue, but success will increasingly depend on flexibility, customization, and sponsors willing to move beyond lowest-common-denominator models.

This episode is thoughtful, pragmatic, and refreshingly honest. It closes out the year by challenging assumptions while reinforcing why donor-advised funds, used well, remain a powerful tool for modern philanthropy.