Family philanthropy and community foundations

Donor-Advised Fund Impact Story: Using a DAF to Donate Rare Items

Posted on March 15, 2019 by Central Indiana Community Foundation, Audrey Jacobs

The story of two rare watches, the inventor of cruise control, and a charitable gift to establish a family's philanthropic legacy… Read More

Donor-Advised Fund Impact Story: Easing Family Dynamics

Posted on March 15, 2019 by Gay Young

One of the options available when family members just don't get along is the formation of separate donor-advised funds at a local community foundation or other sponsor organization, as described in this case study from the New York Community Trust… Read More

Donor-Advised Fund Impact Story: Helping Geographically Dispersed Family Foundations Give Locally

Posted on March 15, 2019 by Elaine Gast Fawcett

With three generations of family leadership spread across four states and two continents, the O.P. and W.E. Edwards Foundation faces a common challenge — keeping its far-flung board members engaged connected to its grant making… Read More

Donor-Advised Fund Impact Story: Continuing a Legacy, Connecting to Community

Posted on March 15, 2019 by Elaine Gast Fawcett

It was a death in the family that inspired Gary and Sue Schwartzman to think about donor-advised funds for the first time. “When my father in law S.J. Schwartzman passed away and left these two funds in our charge, it connected us to his legacy. He wished for his generosity and family name to live on,” says Sue Schwartzman… Read More

Donor-Advised Fund Impact Story: Ending Poverty through Multiple Giving Vehicles

Posted on March 15, 2019 by Elaine Gast Fawcett

Anne Guerrant is a former pro tennis player, and a founder of the Women’s Tennis Association with Billie Jean King and other women’s rights pioneers. Today, she is a global philanthropist with both a family foundation and donor-advised fund dedicated to lifting women and their families out of poverty… Read More

Donor-Advised Fund Impact Story: Creating a Family Opportunity

Posted on March 15, 2019 by 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

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

Posted on March 15, 2019 by 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

Pride of Place: Sustaining a Family’s Commitment to Community

Posted on March 14, 2019 by Virginia M. Esposito, Gilbert Miller, Kelly Chopus

What does it mean to have “pride of place”? How do giving families retain their commitment to the founding region or community where their philanthropic resources were first created? How can family foundations and funds accommodate increasingly disparate personal interests among those serving on the board while staying true to the original geographic focus of the donor family? These questions… Read More

Guide to Family Philanthropy and Donor-Advised Funds: Introduction

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

An early choice every philanthropic family must make is: What is our purpose as a philanthropic family? What do we want to accomplish? How can we make gifts in a way that meets our needs and the needs of those we want to serve? … Read More

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

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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Donor-Advised Fund Impact Story: Using a DAF to Donate Rare Items

Family philanthropy and community foundations

Donor-Advised Fund Impact Story: Using a DAF to Donate Rare Items

Posted on March 15, 2019 by Central Indiana Community Foundation, Audrey Jacobs

Donor-Advised Fund Impact Story: Easing Family Dynamics

Posted on March 15, 2019 by Gay Young

Donor-Advised Fund Impact Story: Helping Geographically Dispersed Family Foundations Give Locally

Posted on March 15, 2019 by Elaine Gast Fawcett

Donor-Advised Fund Impact Story: Continuing a Legacy, Connecting to Community

Posted on March 15, 2019 by Elaine Gast Fawcett

Donor-Advised Fund Impact Story: Ending Poverty through Multiple Giving Vehicles

Posted on March 15, 2019 by Elaine Gast Fawcett

Donor-Advised Fund Impact Story: Creating a Family Opportunity

Posted on March 15, 2019 by Central Indiana Community Foundation

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

Posted on March 15, 2019 by Audrey Jacobs

Pride of Place: Sustaining a Family’s Commitment to Community

Posted on March 14, 2019 by Virginia M. Esposito, Gilbert Miller, Kelly Chopus

Guide to Family Philanthropy and Donor-Advised Funds: Introduction

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

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

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

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