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A Deep Dive into Donor Advised Funds: Things you never knew you didn’t know
Apr 22, 2025 The Financial Planning Association of MinnesotaFinding 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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