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A Deep Dive into Donor Advised Funds: Things you never knew you didn’t know

Apr 22, 2025 by: Jaclyn D. Schroeder, J.D. The Financial Planning Association of Minnesota

Finding the right match for your client/ donor by grasping and varied account features 

  • Surprising things donors and their heirs can do with a DAF during life and afterward
  • A deep dive into the types of DAF administrators and why it matters
  • The role of typical and unusual (even illiquid) assets in DAF giving
  • What’s new in the world of DAFS
  • Investment options and the increasing role of the professional
  • Debunking Common DAF myths
  • Limitations and DAF-Adjacent options
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