Getting Started

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

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

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

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

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

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

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

What questions should donors ask potential sponsor organizations when considering setting up a donor-advised fund?

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

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

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

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

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

What questions should an individual donor, couple or family ask themselves before opening a donor-advised fund?

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

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

What services do sponsor organizations for donor-advised funds typically offer?

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

Donor-advised fund sponsor organizations offer a wide range of services to donors. These services vary among individual sponsor types and organizations. … 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: Giving Up a Lifestyle to Give Back

Getting Started

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

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

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

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

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

What questions should donors ask potential sponsor organizations when considering setting up a donor-advised fund?

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

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

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

What questions should an individual donor, couple or family ask themselves before opening a donor-advised fund?

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

What services do sponsor organizations for donor-advised funds typically offer?

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

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