Bruce Hill, CFRE DAF Presentation
Upcoming SlideShare
Loading in...5
×
 

Like this? Share it with your network

Share

Bruce Hill, CFRE DAF Presentation

on

  • 885 views

An overview of donor advised funds in Canada

An overview of donor advised funds in Canada

Statistics

Views

Total Views
885
Views on SlideShare
876
Embed Views
9

Actions

Likes
0
Downloads
0
Comments
0

1 Embed 9

http://www.linkedin.com 9

Accessibility

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Bruce Hill, CFRE DAF Presentation Presentation Transcript

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