Do Your Good

#148 Sybil Speaks: The Ins and Outs of Donor-Advised Funds and Pooled Funds


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Sybil delves into Donor Advised Funds (DAFs) and Pooled Funds. DAFs have been gaining prominence recently, with a significant share of annual giving directed towards them. Sybil explains the three categories of DAFs and pooled funds, with examples and pros/cons for each type. She then shares the criticisms and the benefits of DAFs.


Episode Highlights:


  • The three categories of DAFs and pooled funds


  • The criticisms of DAFs


  • The essential benefits DAF.



Sybil Ackerman-Munson Bio:


With over 20 years of experience as a nonprofit professional and foundation advisor, I work with philanthropic institutions and foundations interested in successful, high-impact grant-making so you can make a real and lasting positive contribution to the world on your terms.


Links:


  • Bank of America https://www.privatebank.bankofamerica.com/solutions/donor-advised-fund.html


  • Bridgespan https://www.bridgespan.org/our-services/helping-foundations-collaborate-with-other-funders


  • Charities Aid Foundation https://www.cafonline.org/my-personal-giving/long-term-giving


  • Fidelity Charitable https://www.fidelitycharitable.org

 

  • Morgan Stanley https://www.morganstanley.com/campaigns/wealth-management/gift


  • National Christian Foundation https://www.ncfgiving.com/solutions/giving-fund

 

  • National Philanthropic Trust https://www.nptrust.org/donor-advised-funds/open-daf-account


  • Pew Charitable Trusts https://www.pewtrusts.org/en


  • Oregon Community  Foundation* https://oregoncf.org/ways-to-give/choose-your-fund/donor-advised-fund\


  • Resources Legacy Fund https://resourceslegacyfund.org


  • Panorama Global https://www.panoramaglobal.org/funds


  • Shark Conservation Fund https://www.sharkconservationfund.org

 

  • Vanguard https://www.vanguardcharitable.org


  • Article by Drew Lindsay https://www.philanthropy.com/article/a-short-history-of-the-fast-and-furious-rise-of-dafs


  • Article by Helen Flanery https://inequality.org/great-divide/top-public-charities


If you enjoyed this episode, listen to these as well:

 

https://www.doyourgood.com/blog/146-measuring-effectiveness-of-relationships-between-grantees-donors


https://www.doyourgood.com/blog/46-tim-miller


https://www.doyourgood.com/blog/144-how-to-measure-success-in-philanthropy

 

Crack the Code: Sybil’s Successful Guide to Philanthropy

 

Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.


Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.    

Check out Sybil’s website with all the latest opportunities to learn from Sybil at

https://www.doyourgood.com

 

Connect with Do Your Good

 

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Would you like to talk with Sybil directly?

 

Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!


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Do Your GoodBy Sybil Ackerman-Munson

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