What services do sponsor organizations for donor-advised funds typically offer?
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?
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
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
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
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
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
Roots and Traditions: Family Legacy Over Time and Tragedy
March 3, 2019 | Anne Dyson, Dyson Foundation
There are two things that parents give their children: one is roots, the other is wings. Read More
Transparency Case Study: Tracy Family Foundation
February 28, 2019 | Elaine Gast Fawcett
What choices do family foundations and funds have when it comes to transparency? NCFP's new guide, "Transparency in Family Philanthropy: Opening to the Possibilities," features a collection of five diverse funder stories exploring different takes on how families think about and act on transparency—and what they have learned as a result. Read More
Meredith Freeman
February 28, 2019
Meredith has extensive experience in the social impact sector and community development. She has worked with the Local Initiatives Support Corporation (LISC), Citibank Global Community Relations and is currently the Director of Alignment and Impact Investing with the Max M. and Marjorie S. Fisher Foundation where she also served as the Foundation’s Interim Executive Director during an executive sabbatical. In Read More
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