Over the last decade, the rise of Donor Advised Funds (DAFs) has changed the philanthropic landscape and how donors and clients engage with their wealth and charitable giving allocations. In 2022, grants from DAFs and contributions to DAFs reached all-time highs, and assets held in DAFs hit almost $229 billion.
- What are the trends related to Donor Advised Funds?
- What are the criticisms?
- How do the new proposed IRS regs impact investment advisors?
Pamela Doherty, Senior Director of Gift Planning at the San Francisco Foundation, will explain and discuss DAFs and will share suggestions and resources to help you incorporate the option and the topic of philanthropy into your work with clients.
This event is brought to you by the CFA Society San Francisco Young Leaders Council.