Maximizing the Benefits of Donor-Advised Funds

Katie Collins Portrait

By Katie Collins

Vice President & Investment Officer

By Todd H. Eckler

Chief Marketing Officer; President, Fiduciary Trust Charitable

Kelly Guarino

By Kelly J. Guarino, JD

Vice President & Trust Counsel

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 webcast 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, including charitable deduction bunching
  • Innovative giving vehicles, such as the Fiduciary Flexible Endowment Fund™ and Fiduciary Restricted
    Donor-Advised Fund™
  • Engaging the next generation with charitable giving

The panelists for this webcast are:

You may find here a link to the presentation slides.

View the podcast version of this webcast here.

Originally published: November 9, 2022

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