Nonprofit Organizations

This meeting is offered virtually and in-person.

Welcome and Introductions (2:00 p.m. – 2:15 p.m. ET)

Committee Co-Chairs:

Amber Hobson
VP, Client Success
Wiland

Rachel Sweet
Marketing Scientist
St. Jude Children’s Research Hospital

How to Champion a Collaborative DAF Strategy at your Organization (2:15 p.m. – 2:50 p.m. ET)

Donor-Advised Funds are the fastest growing segment of philanthropy, with over $250 billion already committed to giving in these accounts. Yet most organizations don't have a proactive, intentional strategy across teams internally to increase DAF giving. Join this session with Alzheimer's Association's Wendy Vizek and Chariot's Mitch Stein, to learn about the rapidly evolving landscape for DAFs, the best steps that nonprofits can take to maximize this opportunity and the transformational outcomes that organizations like Alzheimer's Association are seeing with this revenue source. 

Speakers:

Wendy Vizek
SVP of Community Engagement and Field Operations 
Alzheimer’s Association 

Mitch Stein
Head of Strategy
Chariot

Roundtable Discussion: Maximizing DAFs and Avoiding Pitfalls (2:50 p.m. – 3:20 p.m. ET)
Discussion moderated by the committee co-chairs and the presenters.

Closing Announcements (3:20 p.m. – 3:30 p.m. ET)
Upcoming programs of note and a 2026 committee preview.

About Our Speakers

Mitch Stein is the Head of Strategy at Chariot, the Donor-Advised Fund payments company. He leads the company's major sector-wide initiatives like The DAF Fundraising Report, DAF Day and has been a featured speaker at dozens of conferences and workshops. Prior to joining Chariot, he founded a nonprofit technology company called Pond, which was a marketplace to connect nonprofits with the best vendors for their needs. Before that, he was an investment banker at Goldman Sachs for 7 years, most recently serving as a Vice President in the Technology Banking team.

He is an avid nonprofit fundraiser, serving on the board of The NYC LGBT Center and a longtime rider on Cycle for the Cause, The Northeast AIDS Ride.

Wendy Vizek is the Alzheimer’s Association’s SVP of Community Engagement and Field Operations. Wendy is responsible for Community Engagement through Walk to End Alzheimer’s, The Longest Day and other Constituent Events including RivALZ, Reason to Hope and other events including staff and volunteer trainings and overall strategy of the Association's fundraising events. Community Engagement also includes the staff and volunteer program delivery and community education, awareness and outreach. She is also responsible for the Corporate Initiatives team and partnerships, the Boards of Excellence program and Grant Administration program. Through Field Operations, Wendy works to ensure the Association’s Strategic Plan goals are met and partners with the field leaders and department leaders on implementation of the strategic plan. Wendy has been with the Alzheimer’s Association for twelve years, starting as their Director of Walk to End Alzheimer’s. Prior to working for the Association, Wendy served as a front line fundraising staff partner, a market Development Director and a Division special event strategy lead for the American Cancer Society in Florida and Ohio. Wendy earned her Bachelor’s degree in Marketing and her M.B.A. from the University of Florida and her Masters in Nonprofit Management from the University of Central Florida.