DAFs Demystified: Practical Insights for Family Offices and Advisors
Автор: Family Office Access
Загружено: 2025-11-06
Просмотров: 55
📅 November 6, 2025 | 1:00–2:00 PM ET
A Family Office Access Lunch & Learn
Donor-Advised Funds (DAFs) are growing fast, yet many families and advisors still wrestle with how to use them well, beyond the tax receipt. In this practical session, four builders in the DAF ecosystem unpack what DAFs are, when they work best, where the pitfalls are, and how new tools are helping families move capital with intention (and better reporting) without adding overhead.
🔹 Sarah Angello — Co-Founder, Daffodil
🔹 Blue Thomas — Co-Founder, Daffodil
🔹 Alex Huff — Co-founder, DAFshare
🔹 Steve Snider — Co-founder, DAFshare
You’ll learn to:
• Explain DAFs (beyond foundations/direct giving)
• Tackle critiques with real “move-the-capital” steps
• Add impact reporting without extra overhead
• Pick the right sponsor and simplify admin
• Prep year-end giving that aligns purpose, governance, and taxes
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