Unlocking the other 80% of your donors' potential giving with Dan Rebmann
- Nisi Bennett
- Mar 19
- 2 min read
Updated: Mar 24
Meet Your Expert: Dan Rebmann
As the President and Founder of Beneficent Financial, Dan Rebmann brings specialized expertise in philanthropic financial strategies to the Fundraising Success track. With extensive experience helping donors maximize their giving impact through tax-efficient approaches, Dan understands how nonprofits can unlock significantly greater support by engaging with the full spectrum of their donors' assets.
Presentation Overview
Title: Unlocking the other 80% of your donors' potential giving
Most donors keep only 20-25% of their assets in accounts they can easily access for charitable giving, yet nonprofits typically focus their development efforts exclusively on these liquid assets. This represents a massive missed opportunity—the other 75-80% of donor assets often remain untapped, even though they could potentially provide significantly larger gifts through tax-efficient strategies.
In this eye-opening presentation, Dan explores how nonprofits can transform their approach to development by understanding and incorporating more sophisticated giving structures. By helping donors give from their comprehensive asset portfolio rather than just liquid cash, organizations can unlock substantially larger gifts while providing donors with valuable tax advantages—creating a true win-win scenario.
Presentation Objectives
During this informative session, participants will:
Expand Giving Options: Get exposed to more complex gifting structures like Donor-Advised Funds (DAFs), Foundations, and Charitable Trusts that can unlock significantly larger donations from your existing donor base.
Identify Prime Candidates: Learn how to identify donors most likely to benefit from complex gifting strategies based on their financial profiles, giving history, and other indicators.
Master Conversation Starters: Gain practical, non-intimidating questions to initiate discussions about advanced giving vehicles, allowing development staff to comfortably explore these options even without deep financial expertise.
Why You Can't Afford to Miss This Session
Revenue Multiplication: Discover approaches that can potentially transform modest donors into major contributors by accessing previously untapped assets through tax-efficient vehicles.
Donor-Centered Approach: Learn how these strategies actually benefit your donors financially while simultaneously increasing their philanthropic impact—creating stronger, more sustainable relationships.
Competitive Advantage: Gain knowledge that most nonprofits lack, positioning your organization to engage with donors in more sophisticated and mutually beneficial ways.
Low-Hanging Fruit: Learn how to identify existing donors who have significant untapped giving potential that can be realized through these strategies.
Practical Implementation: Walk away with actionable conversation starters and approaches that don't require your team to become financial advisors, but allow them to open doors to these opportunities.
Connect with Dan
Want to learn more about Dan's approach to maximizing donor giving before the event? Connect with him on LinkedIn.
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