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Discussing Donor-Advised Funds With ClientsDiscussing Donor-Advised Funds With Clients

DAFs may be used to enhance existing philanthropic strategies.

8 Min Read
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hen it comes to planning for philanthropy and leaving a legacy, donor-advised funds (DAFs) have emerged as a versatile and effective means of charitable giving, offering numerous benefits and opportunities for donors, financial institutions and charitable organizations, accounting for over $234 billion in charitable assets in 2022.1 Given the appeal and ease of DAFs, we understand that wealth and investment advisors are increasingly asked by their clients about these important charitable vehicles.

So it’s important that advisors understand the structure and benefits of DAFs and can explain to their clients how to use DAFs alongside other planned philanthropy tools. Not only do charitable conversations strengthen client relationships, but...

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About the Authors

Gideon Taub

Chief Strategy Officer, Ren

Gideon Taub is chief strategy officer at Ren, based in Indianapolis.

Sandra G Swirski

Founder, Integer, LLC

Trusted executive, thought leader, and expert. I sit at the intersection of policy and philanthropy, and leverage my savvy, coalition building expertise, and deep industry knowledge to build solutions and progress for those I work with. I am also the founder of Integer, a women-owned government relations firm.

I have demonstrated expertise in collaborating with both major political parties to accomplish client goals.  My expertise comes from years on Capitol Hill working for seasoned Members of Congress and leading government relations teams for companies and clients in the private sector. 

I serve as a Board Member of Exponent Philanthropy, Member of the Philanthropy Editorial Board of Trusts and Estates as well as an Advisory Council Member of Engage, a bipartisan women's organization that promotes economic security for all American women. I am also a frequent speaker and author, providing insightful analysis of breaking financial issues and policy trends to watch for in Washington. I often publish with CEOWorld magazine on these insightful topics to provide my expertise to the public.