
Families face choices when it comes to how to do their philanthropy. They give in different ways using different vehicles. Over the past 20 years an increasing number of donors and families are choosing donor-advised funds (or DAFs, for short) as the primary vehicle for meeting their philanthropic goals.
This online guide is for donors and families considering donor-advised funds, as well as for others, including advisors, seeking to learn more about the benefits and complexities of this important philanthropic vehicle. Whether you are a donor exploring a DAF for the first time or a philanthropic or wealth advisor working with families, this guide will help you answer key questions and determine whether a DAF is the right tool for you.
To get started, read the introduction and then browse the sections below at your convenience.
Getting Started: Understanding Donor-Advised Funds


What are donor-advised funds?
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Do you have examples of donor-advised fund case studies and success stories?
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When is the best time to start a donor-advised fund?
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What are the principal uses and benefits of donor-advised funds?
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What are the important limitations and restrictions on using a donor-advised fund?
Ask the CenterFinding a Host: Understanding Sponsor Organizations

What are sponsor organizations and what are the different types of sponsor organizations for donor-advised funds?
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What services do sponsor organizations for donor-advised funds typically offer?
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What questions should donors ask potential sponsor organizations when considering setting up a donor-advised fund?
Ask the CenterMaking the Right Choice: Questions for Donors and Their Advisors

What questions should an individual donor, couple or family ask themselves before opening a donor-advised fund?
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What questions should a donor, couple, or family ask their advisors before setting up a donor-advised fund?
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How do donor-advised funds compare with private foundations and other family giving vehicles?
Ask the CenterLearning More: Data, Stories, and Additional Resources
