Insights & Research

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  SUMMARY
  • It would be helpful for prospective donors and their advisors to understand the guidelines on what do before establishing and funding an account.
  • Certain charitable giving vehicles have rules that prevent donors and other family members from personally benefiting from their relationship to the charity.
  • Potential donors should also consider what they want to happen after their death and whether the sponsoring charity's rules can accommodate those goals.

More and more individuals and families are using donor advised funds either as their primary charitable giving vehicle or as part of a more complex giving plan. However, not all donor advised fund programs operate the same way and small details can have a big impact on a donor’s charitable objectives. Read this latest Insights for some common pitfalls to avoid and strategies for making the most of this giving vehicle.

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Make the Most of Your Donor Advised Fund
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