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Donor-Advised Fund Impact Story: Creating a Family Opportunity

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    • Recent Events
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Knowledge Center | Impact Story

Donor-Advised Fund Impact Story: Creating a Family Opportunity

March 15, 2019 | Central Indiana Community Foundation
The Smith family's donor-advised fund with the Central Indiana Community Foundation's Legacy Fund focuses on four core areas of community improvement: breaking the cycle of poverty, access to quality healthcare, higher education, and animal conservation and environmentalism. Read More
Knowledge Center | Impact Story

Donor-Advised Fund Impact Story: Giving Up a Lifestyle to Give Back

March 15, 2019 | Audrey Jacobs
In 2008, the Salwen family started Hannah’s Lunch Box Fund, a donor-advised fund at the Community Foundation for Greater Atlanta, as their primary philanthropic vehicle. Read More
Knowledge Center | Report

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

March 12, 2019 | Elaine Gast Fawcett, Audrey Jacobs
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
Knowledge Center | Report

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

March 12, 2019 | Elaine Gast Fawcett, Audrey Jacobs
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
Knowledge Center | Report

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

March 12, 2019 | Elaine Gast Fawcett, Audrey Jacobs
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 | Tony Macklin, Elaine Gast Fawcett, Audrey Jacobs
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 | Elaine Gast Fawcett, Audrey Jacobs
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 | Elaine Gast Fawcett, Audrey Jacobs
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 | Elaine Gast Fawcett, Audrey Jacobs
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 | Elaine Gast Fawcett, Audrey Jacobs
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

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