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

Published in: Business, Economy & Finance
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  • 1. Satisfying Donor Needs and Building CharitableImpact Through Donor Advised Funds<br />Bruce R. Hill, CFRE<br />1<br />
  • 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. Donor Advised Fund (DAF)?<br />An endowment or trust where a portion of the annual income accrues to other charities.<br />3<br />
  • 4. DAFs: Background<br />Happy birthday<br />Buy American<br />Whitford Van Dusen<br />Providers<br /> Higher education?<br />4<br />
  • 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. Donor benefits<br />“Lite”private foundation<br />Simplicity<br />Anonymity<br />Family giving<br />Change<br />6<br />
  • 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. comparisons<br />Charitable impact<br />Fees<br />Investment options<br />Payout<br />Stewardship<br />8<br />
  • 9. Investments<br />9<br />
  • 10. Charitable impact<br />Simplification <br />Emerging needs<br />Charity research<br />10<br />
  • 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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