The DAF Marketing Toolkit: Empowering Donors and Accelerating Impact
To help your team drive awareness and about using DAFpay to give to your institution, use these resources to show your donors that DAFpay is a secure, standard, and preferred way to give.
Donors are often hesitant to try new checkout features until they feel familiar. By using Encoura + RNL’s communication strategies, you provide the “social proof” and clear instructions your supporters need to feel confident using a three-click DAF distribution for the first time. This toolkit is designed to help you normalize the DAFpay experience, ensuring your high-value donors feel secure and supported as they transition to this faster way of giving.
Email Templates
Download two email template examples:
- General email template for DAF awareness
- Email template to previous DAF donors from a gift officer
Website Blurb Template
Goal: A permanent “evergreen” reminder on your main ScaleFunder landing page.
Giving from a DAF? We now accept Donor-Advised Funds directly through our giving forms via DAFpay. Simply select the DAFpay option during checkout and complete your gift instantly. It’s the most efficient way to manage your philanthropy and support our mission.
Social Media Post Template During a Giving Day
Give with your Donor Advised Fund during our Giving Day!
No more navigating away to your financial institution’s portal or waiting on checks in the mail. With DAFpay now integrated into our [Campaign Name] page, you can support [Institution Name] in seconds.
Just look for the DAFpay button at checkout! It’s fast, secure, and ensures your gift goes to work immediately.
SMS Template
“Hi [Name]! Big news from [Institution Name]: You can now give via your Donor-Advised Fund in just 3 clicks. Try the new DAFpay option on our giving page: [Link]. It’s the fastest way to put your DAF to work!”
Stewardship Scripts
The goal of these scripts is to make DAFpay feel as familiar as any other digital payment, helping donors feel confident using it for the first time. By simplifying how they give, your team can help them complete their gifts instantly and start the “thank you” process much sooner.
Stewardship/Thank You Script for Gift Officers
“I noticed you’ve supported us through your DAF in the past. I wanted to let you know that we’ve simplified that process on our website. You can now use DAFpay—it works like Apple Pay but for your DAF. It saves you from having to log into your brokerage site separately.”
Live Event Appeal: Podium Script
“We are so grateful for the generosity in this room tonight. Many of you have asked how you can make your commitment tonight using your Donor-Advised Fund.
In the past, that meant going home, logging into a portal, and paperwork. Not tonight.
If you look at the QR code on your table [or on the screen], it will take you directly to our giving page. You’ll see a button for DAFpay. It works just like a digital wallet—you can log into your fund securely and recommend your grant in under a minute.
It’s the fastest way to make sure your DAF gift is counted toward tonight’s $[Amount] goal. If you have any questions, our team is walking around with tablets and can show you exactly how it works!”
Promotional Examples
Take a look at how other organizations are successfully sharing the news about DAFpay with their supporters. These real-world examples of flyers, social ads, and postcards demonstrate how to effectively highlight this new giving option across different channels.
Event Flyer Example
Social Media Graphic Example
Direct Mail Postcard Example
DAFpay User Experience Images
