Topic: Getting Started - Page 20

What are sponsor organizations and what are the different types of sponsor organizations for donor-advised funds?

Posted on March 12, 2019 by 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?

Posted on March 12, 2019 by 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?

Posted on March 12, 2019 by 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

When is the best time to start a donor-advised fund?

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

Donors and families can establish a DAF at any time, through a number of different sponsor organizations. Minimums can be as low as $5,000, although many start at $25,000 (and sometimes more). … Read More

What are donor-advised funds?

Posted on March 12, 2019 by 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

Strategic Lifespan Peer Network: Built for the Long Haul

Posted on March 6, 2019 by Barbara Kibbe, Lois Mitchell

Built for the Long Haul: Equipping Grantees to Succeed When Your Funding Stops Remote Learning: A Discussion Held Via Video Chat & Phone Navigating a spend-down foundation can be challenging. We heard from the peer network that 70% of you were working on the strategy of sustaining grantees & collaborations with investments in capacity. Gather together to discuss strategies to… Read More

Community Foundation Spark Session: Building Blocks for Successful Family Philanthropy Services

Posted on February 28, 2019 by Gary Butterworth, Samuel Clark, Michelle Beisker, Susan Willey, Tony Macklin

An increasing number of consultants, wealth management firms, Donor-Advised Fund sponsors, and more are positioning themselves as trusted guides in families’ philanthropic journeys. They’re answering families’ questions about social impact, values alignment, successor generation preparation and engagement, and more. Will your community foundation maintain a competitive advantage in that marketplace? Will you be positioned as a trusted resource beyond grants… Read More

Donor Education: Selling your Business

Posted on February 1, 2019 by Community Foundation for Greater Atlanta

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Donor Education: Planned Giving & Legacy Society

Posted on February 1, 2019 by Community Foundation for Greater Atlanta

Strategic Lifespan Peer Network: The Final Chapter

Posted on January 28, 2019 by Barbara Kibbe, Lois Mitchell

The Final Chapter: Planning for a Smooth Conclusion Remote Learning: A Discussion Held Via Video Chat & Phone Spending up or leaving a legacy? As your foundation plans for your strategic and limited lifespan, do you plan to support organizations with legacy grants or an endowment for specific causes your family or fund may have founded? How do you honor… Read More

What are sponsor organizations and what are the different types of sponsor organizations for donor-advised funds?

Getting Started

What are sponsor organizations and what are the different types of sponsor organizations for donor-advised funds?

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

What are the important limitations and restrictions on using a donor-advised fund?

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

What are the principal uses and benefits of donor-advised funds?

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

When is the best time to start a donor-advised fund?

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

What are donor-advised funds?

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

Strategic Lifespan Peer Network: Built for the Long Haul

Posted on March 6, 2019 by Barbara Kibbe, Lois Mitchell

Community Foundation Spark Session: Building Blocks for Successful Family Philanthropy Services

Posted on February 28, 2019 by Gary Butterworth, Samuel Clark, Michelle Beisker, Susan Willey, Tony Macklin

Donor Education: Selling your Business

Posted on February 1, 2019 by Community Foundation for Greater Atlanta

Donor Education: Planned Giving & Legacy Society

Posted on February 1, 2019 by Community Foundation for Greater Atlanta

Strategic Lifespan Peer Network: The Final Chapter

Posted on January 28, 2019 by Barbara Kibbe, Lois Mitchell

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