Common Scenarios for Transitioning a Private Foundation to a Donor Advised Fund
Submitted by American Endowment Foundation on June 13th, 2022By Jeffay Chang and Anne Gifford Ewing, Capital Group Private Client Services, Guest Columnists
As Baby Boomers age and retire, many older adult children are now coming to grips with private family foundations set up by their parents decades earlier, before donor advised funds (DAFs) were an option for most families.