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"Private Foundations VS Donor-Advised Funds"

Download this white paper to learn about the differences between private foundations and DAFs and how to determine which is best for your high-net-worth clients.

It’s not uncommon for high-net-worth clients to be interested in philanthropic endeavors and to have tax advantages top of mind. In looking to create a charitable vehicle, you may be considering whether to establish a private foundation or a donor-advised fund (DAF). At the most basic level, the difference between a DAF and a private foundation is the construct, or form, in which each entity is created and operated. 

A difference in structure may sound like a trivial distinction, but when comparing private foundations and donor-advised funds, it turns out that form really does dictate function. Because a private foundation is a freestanding legal entity, and a donor-advised fund is an account, the two charitable vehicles offer very different levels of control, authority, and philanthropic versatility. Download this white paper to learn about the differences between private foundations and DAFs, including:

• Tax deductions
• Allowable investments
• Grantmaking options and flexibility
• Decision-making and governance
• 21 good things to know about DAFs and foundations
• How to determine the best option for your clients and how to best advise them

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