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Facts You Need to Know Before Converting Your Private Foundation to a Donor-Advised Fund

Considering converting your foundation to a Donor-Advised Fund?

Thumb-Considering-Converting-Your-Foundation-to-a-DAF-7-Points-To-ConsiderConverting your private foundation to a donor advised fund (DAF) might sound like an appealing option, but the decision can never be undone. Make sure you know both the pros and the cons before you act.

The facts are clear: a donor advised fund can be a great complement to a private foundation, but the two vehicles simply are not interchangeable. They offer very different levels of control, authority, and philanthropic flexibility.

Learn what you need to know in this complimentary article: 7 Points to Consider Before Converting Your Foundation to a Donor-Advised Fund.

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Foundation Source is a terrific back office that ensures compliances are met, offers an amazing grant management platform, streamlines expense processing and reporting, and Private Client Advisors can be great sounding boards.

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