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← The Trust CollectionCharitable & Purpose Trusts
VI.4

Donor-Advised Fund Strategies

Modern Philanthropy

This category feels highly modern, flexible, and approachable. It introduces charitable planning in a way that is accessible to people who may not need a private foundation.

What it is

A Donor-Advised Fund is a charitable giving account that allows individuals or families to contribute assets, receive potential tax benefits, and recommend grants to charities over time.

Why people use them
  • simplify charitable giving
  • organize philanthropy
  • donate appreciated assets
  • create flexible giving strategies
  • involve family members in charitable planning
Biggest myth

“You need enormous wealth for charitable planning.”

Many charitable planning tools are accessible and flexible for a wide range of individuals and families.

Who this trust is good for
  • Professionals
  • Retirees
  • Families
  • Business owners
  • Charitably inclined individuals
  • Appreciated asset holders
The Deeper Idea

A DAF reflects a shift from spontaneous giving toward intentional giving.

Conversations We’re Having About This Trust
“The modern way many families give.”
“What is a donor-advised fund?”
“Simple charitable planning strategies.”
More in Charitable & Purpose Trusts

Giving with Intention

VI.1

Charitable Remainder Trust (CRT)

Income Now, Impact Later

VI.2

Charitable Lead Trust (CLT)

Giving First

VI.3

Family Foundation Structures

Institutionalizing Values

VI.5

Legacy Giving Trust

Directing Wealth Toward Meaning

Browse All Eight Categories

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