Which Clients Should Open Donor Advised Funds
Submitted by American Endowment Foundation on August 16th, 2021
By Ken Nopar, VP-Senior Philanthropic Advisor
This column originally appeared in Advisor Perspectives.
For Advisors: Open A DAF Account | Getting Started
For Donors: Grant Making Portal | Getting Started
By Ken Nopar, VP-Senior Philanthropic Advisor
This column originally appeared in Advisor Perspectives.
By Ken Nopar, VP-Senior Philanthropic Advisor
This column originally appeared in Financial Advisor.
The number and size of donor advised fund (DAF) accounts continue to grow. Many clients establish them when their financial, legal and tax advisors inform them of the benefits both to them as well as the charities they support.
By Ken Nopar, VP-Senior Philanthropic Advisor
This column originally appeared in Wealth Management.
By Ken Nopar, VP-Senior Philanthropic Advisor
The average age of donors who create donor advised fund accounts has steadily decreased in recent years. Many still open and contribute to DAF accounts in retirement, but increasingly, more establish them while they are still working.