Bruce Hill, CFRE DAF Presentation
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Bruce Hill, CFRE DAF Presentation

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An overview of donor advised funds in Canada

An overview of donor advised funds in Canada

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Bruce Hill, CFRE DAF Presentation Bruce Hill, CFRE DAF Presentation Presentation Transcript

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