Why Donor Advised Funds and Supporting Organizations are a Gift Planner’s Friend

Donor advised funds and supporting organizations are increasingly familiar features in philanthropic planning, yet gift planners too often view these giving vehicles as competitors for donor dollars. This does not have to be and, indeed, usually is not the case. This session will give context to these two giving vehicles, including why they may be compelling gift options for donors. Using a series of case studies, the presenter will demonstrate how donors are using donor advised funds and supporting organizations to achieve their philanthropic objectives, dispel some myths about these giving vehicles, and discuss ways that gift planners can work with donors to secure gifts from donor advised funds and supporting organizations.