Getting Started

Celebrating the Possibilities of Family Philanthropy and the People and Communities We Serve

Posted on April 23, 2019 by National Center for Family Philanthropy

NCFP celebrated its 20th anniversary by sharing videos of unique stories from those in our network. This special compilation video shares perspectives from many of the dedicated family members and staff who are part of our international network and who think big each day about what’s possible when we join, empower, and celebrate the people and communities we serve… Read More

Donor-Advised Funds for a Variety of Purposes: Examples from the Oregon Community Foundation

Posted on April 23, 2019 by Laura Winter

This collection of case examples shares insight into many of the various reasons that donors and families establish DAFs as a core part of their philanthropic strategy… Read More

Donor-Advised Fund Impact Story: Impact Investing at the New Hampshire Charitable Foundation

Posted on April 22, 2019 by New Hampshire Charitable Foundation

The New Hampshire Charitable Foundation's Impact Investment Fund offers a strategic way for foundation donors to pool charitable resources, invest in local communities and earn a financial return… Read More

Celebrating Your Family, Community, and Philanthropy: An Interview with Farhad Ebrahimi of the Chorus Fund

Posted on April 22, 2019 by Farhad Ebrahimi

NCFP celebrated its 20th anniversary by sharing videos of unique stories from those in our network. In this video, Chorus Foundation Founder Farhad Ebrahimi invites us all to re imagine the role of philanthropy—and both the opportunities and power it provides… Read More

Celebrating Your Family’s Greatest Gifts in Life: An Interview with Jennifer Mizrahi of the Mizrahi Family Charitable Fund

Posted on April 22, 2019

NCFP celebrated its 20th anniversary by sharing videos of unique stories from those in our network. In this video, Jennifer Mizrahi of the Mizrahi Family Charitable Fund describes how her family’s philanthropy makes sure that stakeholders are active participants with active voices in all aspects of their giving… Read More

Celebrating families willing to take risks: An Interview with Simone Friedman of Emanuel J. Friedman Philanthropies

Posted on April 21, 2019 by Simone Friedman

NCFP celebrated its 20th anniversary by sharing videos of unique stories from those in our network. In this video, Simone Friedman of the Emanuel J. Friedman Philanthropies describes the initiative she helped launch to understand ethical food sourcing and address larger food systems change… Read More

Celebrating Voices of New Generations: An Interview with Monica George of the Conant Family Foundation

Posted on April 20, 2019 by Monica George

NCFP celebrated its 20th anniversary by sharing videos of unique stories from those in our network. In this video, Monica George, President of the Conant Family Foundation discusses her grandmother's influence on encouraging the new, third generation to get involved and bring their own voices to the table. … Read More

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

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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Celebrating the Possibilities of Family Philanthropy and the People and Communities We Serve

Getting Started

Celebrating the Possibilities of Family Philanthropy and the People and Communities We Serve

Posted on April 23, 2019 by National Center for Family Philanthropy

Donor-Advised Funds for a Variety of Purposes: Examples from the Oregon Community Foundation

Posted on April 23, 2019 by Laura Winter

Donor-Advised Fund Impact Story: Impact Investing at the New Hampshire Charitable Foundation

Posted on April 22, 2019 by New Hampshire Charitable Foundation

Celebrating Your Family, Community, and Philanthropy: An Interview with Farhad Ebrahimi of the Chorus Fund

Posted on April 22, 2019 by Farhad Ebrahimi

Celebrating Your Family’s Greatest Gifts in Life: An Interview with Jennifer Mizrahi of the Mizrahi Family Charitable Fund

Posted on April 22, 2019

Celebrating families willing to take risks: An Interview with Simone Friedman of Emanuel J. Friedman Philanthropies

Posted on April 21, 2019 by Simone Friedman

Celebrating Voices of New Generations: An Interview with Monica George of the Conant Family Foundation

Posted on April 20, 2019 by Monica George

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

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