Donor-advised funds (DAFs) have grown tremendously over the past decade, and play a major role in funding a variety of charitable causes. Much of this rapid growth has been driven by the low cost, flexibility and other advantages of DAFs over private foundations and other giving vehicles, but are there ways to get more value from using DAFs?
During this webinar, three philanthropic experts will discuss several strategies for getting more value from donor-advised funds and other giving vehicles, which can ultimately increase funding, time available and focus to support charitable causes:
- When to use a donor-advised fund vs. a private foundation
- How to convert a private foundation to a donor-advised fund
- Strategies to maximize the tax benefits of using DAFs
- Innovative giving vehicles, such as a flexible endowment and a restricted donor-advised fund
- Engaging the next generation with charitable giving
About Fiduciary Trust Charitable:
Established in 1990, Fiduciary Trust Charitable is an independent, 501(c)(3) public charity that helps donors achieve their charitable objectives through innovative, tax-efficient charitable giving vehicles. Its donor-advised funds focus on donors who value personal service, flexibility, and expertise. The organization partners with independent financial advisors to provide the best philanthropic solutions for their clients, including the opportunity to manage assets for each donor in accordance with Fiduciary Trust Charitable’s investment policy and the grantmaking activities of each respective account. Fiduciary Trust Company, with $20 billion in assets under supervision, serves as the administrative services provider for Fiduciary Trust Charitable’s offerings.
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Todd Eckler
President
Fiduciary Trust Charitable
Katie Collins
Vice President, Philanthropic Team
Fiduciary Trust Company
Kelly Guarino, JD
Vice President, Trusts Counsel
Fiduciary Trust Company
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
