Facts You Need to Know Before Converting Your Private Foundation to a Donor-Advised Fund
Considering converting your foundation to a Donor-Advised Fund?
Converting your private foundation to a donor advised fund (DAF) might sound like an appealing option, but the decision can never be undone. Make sure you know both the pros and the cons before you act.
The facts are clear: a donor advised fund can be a great complement to a private foundation, but the two vehicles simply are not interchangeable. They offer very different levels of control, authority, and philanthropic flexibility.
Learn what you need to know in this complimentary article: 7 Points to Consider Before Converting Your Foundation to a Donor-Advised Fund.
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Foundation Source empowers people and companies to create a better world through philanthropy. As the nation’s largest provider of foundation management services, we’re a trusted source for philanthropic expertise. We invest in industry-leading technology for private foundations and offer a configurable suite of administrative, compliance, tax and advisory solutions that meet you where you are in your philanthropic journey.
For more than two decades, we’ve worked with individuals, families, boards and professional advisors to preserve legacies and make giving easier. Today we are proud to support more than 2,000 unique foundations and have facilitated over $10 billion in charitable aid. With a 98% retention rate, we are honored to have earned the trust and loyalty of our clients.