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EST2325 - Philanthropic Vehicle Roulette Wheel: DAFs, Private Foundations, Supporting Organizations

‐ Jun 7, 2023 4:45pm

So You Wanna be a Philanthropist ? This session will identify the cost-benefit choices for a charitable donor when choosing between a private foundation, a a donor advised fund, or a supporting organization. What are the tax and regulatory differences, and how do donors subjectively view the prospect of using one vehicle instead of the other? In addition to illustrating the legal and operational differences, Ted Batson and Chris Hoyt will describe the most frequent donor likes and dislikes that they have heard over the years.

Learning Objectives:

  • Define and differentiate the types of charitable and philanthropic tools
  • Identify the regulatory requirements and charitable deductions that apply to each type of philanthopic tool
  • Evaluate which type of vehicle is the best fit for each client's unique situation and objectives





Concurrent Session Onsite and Online

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