Fiduciary Insights

Maximizing the Benefits of Donor-Advised Funds


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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.

In this podcast from Trusts & Estates journal, experts from Fiduciary Trust Charitable and Fiduciary Trust Company discuss innovative ways to use donor-advised funds to advance charitable giving. The topics discussed include when to use a donor-advised fund relative to a private foundation, how to convert a private foundation to a donor-advised fund, strategies to maximize the tax benefits of using DAFs, and innovative giving vehicles, such as the Fiduciary Flexible Endowment Fund™ and Fiduciary Restricted. 

View the video version here.

 

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Fiduciary InsightsBy fiduciaryinsights

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