Knowledge Center | Ask the Center

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

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 | Ask the Center

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

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 | Ask the Center

What are donor-advised funds?

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

Julie Berrey

March 5, 2019
Julie Berrey has been a family trustee of the John and Wauna Harman Foundation since 2010 and served as the Foundation’s first Executive Director from 2011–2019. Throughout her tenure, Julie has focused on continuous organizational learning to expand the Foundation’s capacity to affect change through thoughtful philanthropy. She has shepherded the Foundation’s funding activity from simple annual check-writing into a Read More