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Do you have examples of donor-advised fund case studies and success stories?

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Do you have examples of donor-advised fund case studies and success stories?

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett

There are many and varied reasons donors and families choose donor-advised funds as a primary giving vehicle. Here are a selection of real-life success stories highlighting some of the many reasons the DAF structure is so popular… Read More

What other data, trends, and analysis exist on the establishment and use of donor-advised funds in the U.S.?

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett

Donor-advised funds are one of the fastest growing philanthropic vehicles. Here are the latest numbers, along with links to a variety of other data sources and analysis on the use and effectiveness of this important tool for giving… Read More

How do donor-advised funds compare with private foundations and other family giving vehicles?

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett

When setting up a philanthropic vehicle, families often wonder whether to give directly to charitable organizations (check-book giving), or to set up a more formal planned giving vehicle, such as a donor-advised fund (DAF), private foundation, or charitable trust… Read More

What questions should donors ask potential sponsor organizations when considering setting up a donor-advised fund?

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett, Tony Macklin

Before opening a DAF, donors need to be clear on the services, fees, and restrictions of a fund, as they vary widely among sponsor organizations… Read More

What questions should a donor, couple, or family ask their advisors before setting up a donor-advised fund?

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett

Before opening a DAF, donor families should talk with their trusted professional advisors about the benefits and tax implications. Professional advisors might include the family CPA or attorney, financial or estate-planning advisors, heads of family offices, or professional philanthropic advisors… Read More

What questions should an individual donor, couple or family ask themselves before opening a donor-advised fund?

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett

Before opening a DAF, families should reflect on and talk about their values and goals for their philanthropy—individually, and as a family—and their specific needs for what the vehicle should deliver… Read More

What services do sponsor organizations for donor-advised funds typically offer?

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett

Donor-advised fund sponsor organizations offer a wide range of services to donors. These services vary among individual sponsor types and organizations. … Read More

What are sponsor organizations and what are the different types of sponsor organizations for donor-advised funds?

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett

Today, there are an estimated 1,000 or more DAF sponsor organizations in the U.S. Broadly, these sponsor organizations fall into three types: community foundations, single-issue non-profits, and national non-profits (which include both commercial gift funds and noncommercial organizations)… Read More

What are the important limitations and restrictions on using a donor-advised fund?

Posted on March 12, 2019 by Audrey Haberman, Elaine Gast Fawcett

Each sponsor organization will have its own set of rules and restrictions on the donor-advised funds they offer—so be sure read the fine print on fund agreements. However, in general, here’s what you need to know about DAFs… Read More

What are the principal uses and benefits of donor-advised funds?

Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett

Families choose donor-advised funds (DAFs) for a number of good reasons. Here are some of the most important… Read More

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  • Table of Contents

     

    Getting Started: Understanding Donor Advised Funds

    Introduction
    ______________________

    What are DAFs?
    ______________________

    Success Stories
    ______________________

    When to Start?
    ______________________

    DAF Uses and Benefits
    ______________________

    DAF Limitations

     

    Finding a Host: Understanding Sponsor Organizations

    Types of Sponsors
    ______________________

    Services Offered
    ______________________

    Questions to Ask Sponsors

     

    Making the Right Choice: Questions for Donors and Their Advisors

    Questions to Ask Yourselves
    ______________________

    Questions to Ask Your Advisors
    ______________________

    DAFs vs. Other Vehicles

     

    Learning More: Data, Stories, and Additional Resources

    Additional Data and Trends
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