Thursday, September 26, 2024
5:30 pm ET
VIRTUAL
$50.00 - WOC Members
$85.00 - General Admission
Join Elaine Chu and May Mark, Philanthropic Strategists on Fidelity Charitable’s Private Donor Group, as they de-mystify donor-advised funds (DAFs), one of the fastest-growing vehicles for charitable giving. Since inception, Fidelity Charitable® has helped donors support more than 406,000 nonprofit organizations with nearly $84.5 billion in grants.
The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.
In 2023 alone, Fidelity Charitable donors recommended $11.8 billion dollars in grants. In this Learning Lab, you will explore how donor-advised funds work, why donors are choosing DAFs, and the best ways to best connect with DAF donors as fundraisers and philanthropic advisors.
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Speakers
Elaine Chu
Vice President of Philanthropic Strategies, Fidelity Charitable
Elaine Chu is a vice president of Philanthropic Strategies for Fidelity Charitable. Since 2022, Elaine has led a team of Philanthropic Strategists in the Private Donor Group, which guides individuals and families through their philanthropic journeys. This involves developing philanthropic plans and a legacy, helping connect donors with similar charitable goals, and exploring opportunities for making the greatest social impact.
Elaine has over 25 years of experience in the nonprofit sector, with a particular focus on collaborative partnerships, fundraising, and organizational development. Prior to joining Fidelity Charitable, Elaine worked at Seattle Foundation, one of the nation’s largest community foundations. She was the director of Philanthropic Services, serving as the expert in family and next-gen philanthropy. She developed frameworks for collaborative funding and learning, co-investment of impact funds, youth philanthropy, and trust-based philanthropy. Currently, she is a board member for Green River College, a two-year vocational and technical public college focused on global workforce development and civic engagement.
Education & Credentials
Bachelor of arts degrees in business administration and political science from the University of Washington
Master’s of public administration degree from the University of Washington
Charter Advisor in Philanthropy (CAP) from The American College of Financial Services
Certified trainer through 21/64, an organization that specializes in multigenerational advising and engagement
May Mark
Director of Philanthropic Strategies, Fidelity Charitable
May Mark is a director of Philanthropic Strategies for Fidelity Charitable. In this role, she advises Fidelity Charitable’s most generous donors in meeting their philanthropic goals in pursuit of social change. Her professional interests stem from her personal experience as a first-generation college student who benefited from opportunities funded by the generosity of invested individuals.
Prior to joining Fidelity Charitable, May was the director of school success at the XQ Institute, a national organization dedicated to rethinking the American high school experience. While at the XQ Institute, May managed a $120 million portfolio of investments in innovative high schools. She developed and activated a grants management strategy; created a learning infrastructure for grantees to share best practices; and curated success stories and learnings for board members, national stakeholders, influencers, and the American public.
Prior to that, May spent a decade supporting students, families, and educators. She started her career as the operations manager on the founding team of a charter school in Brooklyn, New York. Following her experience managing a school, she led a national program that supported the training, development, and growth of over 500 school leaders across 10 cities. Before completing her MBA at the Fuqua School of Business at Duke University, May was part of a tech startup focused on developing a mobile learning platform for participants in emerging economies.
Education & Credentials
Bachelor of arts degree in education studies from Brown University in Providence, Rhode Island
MBA from Duke University’s Fuqua School of Business in Durham, North Carolina
Charter Advisor in Philanthropy (CAP) from The American College of Financial Services