Advisor Checklist: Private Foundations vs. Donor-Advised Funds

Advisors often recommend a charitable vehicle for their philanthropic clients as part of their overall wealth management strategy, with donor-advised funds (DAFs) as the default choice. However, private foundations offer unique advantages that shouldn’t be overlooked and, thanks to tech efficiencies, have a much lower entry point than ever before. In this handy checklist, we’ve listed 9 unique benefits of private foundations that you can use in meetings to help them choose the superior option.

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Advisor Checklist: Private Foundations vs. Donor-Advised Funds

Knowledge is Power

Previous PostPrivate Foundations vs. Donor-Advised Funds Checklist

Next PostTop 10 Reasons You Need Foundation Source as Your Private Foundation Administrator

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