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Two popular charitable vehicles of choice are private foundations and donor-advised funds—and for good reason. Both offer distinct advantages depending on your giving goals and needs. Donor-advised funds (DAFs) are often the default choice, but there are some unique benefits of private foundations that shouldn’t be overlooked. For instance, thanks to tech efficiencies, they have a much lower entry point than ever before. In this handy checklist, we’ve included nine questions to help guide you through your decision-making process.

Download your checklist>>

What about using private foundations and DAFs together?
For many donors, the best choice isn’t either a private foundation or a DAF—it’s both. When used in combination, the advantages of a private foundation and a DAF can be synergistic, providing donors with a full spectrum of options for their philanthropic and wealth-management goals.

Check out our white paper on some of the benefits conferred by using these two popular vehicles in tandem.

You don’t have to decide alone.
As you’re considering the best approach for your philanthropic journey, let one of our experts help guide you! Contact us here or call us at 800-839-0054—we’re here to help! Together, let’s #begiving.

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