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Donor Advised Funds: Issues, Challenges, Opportunities?

Contains material from Feb 2020

Donor Advised Funds: Issues, Challenges, Opportunities?
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Donor Advised Funds (DAF), have become go-to vehicles for philanthropy. Moving beyond the “charitable checkbook,” they are increasingly being used as part of innovative charitable giving strategies, for multi-entity/multi-funder initiatives, and to align grants and investments geared to catalyze and mobilize capital for good. Explore issues and considerations, both legal and practical, implicated by complex DAF transactions and relationships, including contributions of illiquid (or less liquid) assets, the growing interest in impact investing, and donor roles and involvement and ongoing positive and negative perception of DAFs.

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1. Donor Advised Funds: Issues, Challenges, Opportunities? (Feb 2020)

Jonathan S. Blum, Melanie Schnoll Begun

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43 mins
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Session 1 —43 mins
Donor Advised Funds: Issues, Challenges, Opportunities? (Feb 2020)

Donor Advised Funds (DAF), have become go-to vehicles for philanthropy. Moving beyond the “charitable checkbook,” they are increasingly being used as part of innovative charitable giving strategies, for multi-entity/multi-funder initiatives, and to align grants and investments geared to catalyze and mobilize capital for good. Explore issues and considerations, both legal and practical, implicated by complex DAF transactions and relationships, including contributions of illiquid (or less liquid) assets, the growing interest in impact investing, and donor roles and involvement and ongoing positive and negative perception of DAFs.

Originally presented: Jan 2020 Nonprofit Organizations Institute

Jonathan S. Blum, Polsinelli PC - Dallas, TX
Melanie Schnoll Begun, Morgan Stanley - New York, NY