DAF to DFA: Donor Advised Funds – Don’t Forget To Ask

Though Donor Advised Funds (DAFs) have been around in some form since the 1930’s, these charitable entities have risen to the top of the philanthropic charts at a strident pace since the 1990’s when brokerages and banks established charitable divisions to propel DAFs’  popularity as a source of charitable gifts year-over-year.

Considering DAFs are now among the preferred choice of giving vehicles with some of the wealthiest of donors, combined with the sustained growth in both the number of new DAFs and the number of individual DAF accounts, museum and philanthropic advisors must work together to assure their investors/patrons are stewarded correctly.

Join professionals in all areas of DAF management for an engaging conversation about preserving and strengthening important relationships to assure win-win results for all.

Panel: Led by Anna von Gehr, Chief Officer for Advancement and External Affairs, The John & Mabel Ringling Museum of Art; Michael J. Cooney, Partner, Nixon Peabody; Gay Young, Vice President of Donor Services, The New York Community Trust

Supplemental Materials

Bay Area Roundtable DAF


National DAF Trends

Donor Advised Fund brochure