Donor Advised Fund

 
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An individual recently raised the question to me as to whether a disclaimer that results in funds passing to a donor-advised fund from a decedent's estate where the disclaimant is an advisor to the fund constitutes a "qualified disclaimer" under IRC Section 2518....

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Writing for The Wall Streeet Journal, Arden Dale reports that although a lot of people like the idea of having a private charitable foundation of their own, financial advisers caution they're not suitable for everyone and this is an attractive alternative...

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Donors provided more than $1-billion to community funds

Writing for The Chronicle on Philanthropy, Michael Anft reports that younger donors are embracing donor advised funds.

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According to a report in The Chronicle on Philanthropy, community foundations increased their giving in 2008, bucking the belt tightening that swept nearly all quarters of the philanthropic world, according to a new report by the Foundation Center.
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13 Sep 2006 | Donor Advised Fund | National Publication | Article | 11 comments
Among its many provisions, the Pension Protection Act of 2006 has for the first time defined donor advised funds and has placed new rules on their use. In this article, Laura Hansen Dean, J.D., from the Community Foundation of Southern Indiana, reviews the new rules...
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In the last edition of Gift Planner's Digest, the PGDC posted an article by Philip Tobin entitled, Donor Advised Funds: A Value-Added Tool for Financial Advisors. Originally published in the November 2001 issue of CCH's Journal of Practical Estate Planning, the...

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In this edition of Gift Planner's Digest, Philip T. Tobin discusses donor advised funds and explains how this simple, flexible and cost-effective tool can assist in tax-efficient planning and allow a wide range of Americans to participate in philanthropic pursuits.
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Earlier this year, PGDC published Part I of this article which gave an overview of the increasingly popular donor advised funds, including what they are and how they are being used. Part II of this article gives a comprehensive analysis of the recommendations for...

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The use of donor advised funds has increased dramatically in recent years, making them one of the more popular vehicles for making charitable contributions. Their increased popularity has also caused increased scrutiny that may ultimately lead to more regulation. In...

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Define: Donor Advised Fund

A donor-advised fund is a charitable giving vehicle administered by a third party and created for the purpose of managing charitable donations on behalf of an organization, family, or individual. A donor-advised fund offers the opportunity to create an easy-to-establish, low cost, flexible vehicle for charitable giving as an alternative to direct giving or creating a private foundation. Donors enjoy administrative convenience, cost savings, and tax advantages by conducting their grantmaking through the fund.

 

Recent activity

Donor Advised Funds: New Provisions in Pension Protection Act of 2006