Family Philanthropy and Donor-advised Funds

A Guide for Generous Families (and Their Advisors)

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

Finding a Host: Understanding Sponsor Organizations

Making the Right Choice: Questions for Donors and Their Advisors

Learning More: Data, Stories, and Additional Resources

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