Ask the Experts: Grow Your Practice with Philanthropy: Comparing DAFs and Private Foundations

Estate-planning attorneys and financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile means of charitable giving are through donor-advised funds (DAFs) and private foundations.

Our experts will provide an overview of these two strategic giving vehicles and explain the signature features, key differences of each and how they can be leveraged for impactful giving. They’ll also help you determine which strategy is best for different types of clients and how vehicles can be used together to increase impact, and answer your pre-submitted questions.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Speakers include:

Gillian Howell
National Philanthropy Executive
Foundation Source

Stephen Kump
President of DAFs
Maxwell/Hanrahan Foundation

Susan Lipp – Moderator
Editor in Chief
Trust and Estates