• Lead collaborative, structured discovery conversations with prospective clients and partners (corporate, advisor, institutional, and nonprofit) to understand their goals, values, governance needs, risk appetite, economics, and operational realities. • Translate complex needs into clear, practical DAF program options (typically 1–3), helping stakeholders understand roles, tradeoffs, risks, and implementation considerations so they can make confident, aligned decisions. • Design end-to-end DAF program architectures that balance ambition with feasibility, including sponsor and platform roles, contribution and distribution flows, custodial and investment design, fee structures, and operating workflows and SLAs. • Create client-ready narratives and materials (decks, memos, term outlines) that tell a compelling story, build trust, and move conversations toward action. • Partner closely with the Charityvest board, major donors, and specialized third parties (legal and tax counsel, impact intermediaries, international grantmaking partners) to co-design bespoke philanthropic solutions. • Stay engaged through early implementation and launch for complex or strategic wins, helping translate solutions into clear, executable plans with defined owners, milestones, and communication rhythms. • Develop and maintain reference architectures and playbooks for DAF programs across key segments (corporate, workplace, advisor-led, nonprofit, etc.).