Bruce Hill, CFRE DAF Presentation

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An overview of donor advised funds in Canada

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Bruce Hill, CFRE DAF Presentation

  1. 1. Satisfying Donor Needs and Building CharitableImpact Through Donor Advised Funds<br />Bruce R. Hill, CFRE<br />1<br />
  2. 2. Charitable giving in review: 2010<br />We’re #3!! <br />Haiti<br />57% say yes<br />Bill C-470 <br />Tweet! <br />Social Investing<br />2<br />
  3. 3. Donor Advised Fund (DAF)?<br />An endowment or trust where a portion of the annual income accrues to other charities.<br />3<br />
  4. 4. DAFs: Background<br />Happy birthday<br />Buy American<br />Whitford Van Dusen<br />Providers<br /> Higher education?<br />4<br />
  5. 5. DAF Mechanics<br />Inter vivos and/or testamentary<br />Name the fund<br />Recommend qualified donees<br />Successors<br />Income allocation<br />Gift agreement<br />Irrevocable gift<br />5<br />
  6. 6. Donor benefits<br />“Lite”private foundation<br />Simplicity<br />Anonymity<br />Family giving<br />Change<br />6<br />
  7. 7. Providers<br />Tier #1<br />Community foundations<br />Tier #2<br />Banks & investment companies<br />Tier #3<br />The rest<br />7<br />
  8. 8. comparisons<br />Charitable impact<br />Fees<br />Investment options<br />Payout<br />Stewardship<br />8<br />
  9. 9. Investments<br />9<br />
  10. 10. Charitable impact<br />Simplification <br />Emerging needs<br />Charity research<br />10<br />
  11. 11. Challenges & opportunities<br />DAF?<br />Prospect pool<br />Advising the advisor <br />Strength in numbers<br />Harvard & Cornell – who’s next?<br />11<br />

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