Although donor-advised funds increasingly market themselves as being “just like” private foundations, there are important differences—including some that could be CRUCIAL to your HNW clients!
Private foundation donors are sometimes encouraged to transition their organization to a donor-advised fund (DAF). The pitch often goes something […]
Annually, 98% of families with a net worth in excess of $5 million give to charity; philanthropy can be a […]
In looking to create a charitable vehicle, you may be considering whether to establish a private foundation or a donor-advised fund (DAF). At the most basic level, the difference between a DAF and a private foundation is the construct, or form, in which each entity is created and operated