Donor-advised funds and other intermediary charity models have become a quiet but powerful foundation for modern cause marketing and charitable fundraising, but many organizations still struggle to understand how they work, when to use them, and what to watch out for.

In this session, leaders from Perlman + Perlman, Change, and Hasbro share how DAF-powered models bring clarity to complexity. You will see how companies use these structures to manage multi-beneficiary campaigns, customer-choice programs, and national promotions while keeping compliance tight and operations smooth.

They will walk through what matters: centralizing nonprofit vetting and payouts, reducing multi-state filing burdens, structuring transparent and predictable partnerships, and avoiding legal missteps before they become costly problems.

You will leave with:

• A clear framework for deciding when a DAF model makes sense, including questions to ask and common red flags to avoid
• Practical guidance on navigating compliance and reporting requirements
• Strategies to simplify contracts, reporting, and disbursements
• Repeatable best practices for structuring partnerships with third-party giving platforms or donor-advised funds

If you are building campaigns that aim to do real good at real scale, this session will help you move forward with confidence and clarity.