1651 Results for “community”

Knowledge Center | Report

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

March 12, 2019 | 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

Knowledge Center | Report

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

March 12, 2019 | 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

Knowledge Center | Report

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

March 12, 2019 | 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

Knowledge Center | Report

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

March 12, 2019 | 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

Knowledge Center | Report

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

March 12, 2019 | 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

Knowledge Center | Report

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

March 12, 2019 | 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

Knowledge Center | Report

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

March 12, 2019 | 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

Knowledge Center | Report

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

March 12, 2019 | 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

Knowledge Center | Report

What are donor-advised funds?

March 12, 2019 | Audrey Jacobs, Elaine Gast Fawcett

Think of a donor-advised fund as a personal philanthropy checking and savings account. An individual donor, couple, or family creates an account (a donor-advised fund) by transferring assets to a sponsor or sponsor organization, such as a community foundation, a religious federation, or a commercial gift fund. Read More

Elyse C. Pollick Byrnes

March 12, 2019

Elyse C. Pollick Barnes joined the Foundant team in 2018 after working in the philanthropy sector for the last six years at York County Community Foundation as a Community Investment Officer and Grants Development Manager at the York County Library System. Elyse’s desire to excel via a career in database management combines her love for working in software with helping Read More

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

1651 Results for “community”

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

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

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

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

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

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

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

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

What are donor-advised funds?

Elyse C. Pollick Byrnes

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