This guide is for professional advisors whose clients want to formalize their charitable giving through a giving vehicle such as a Donor Advised Fund (DAF) or a private foundation.
Experienced professional advisors know that helping clients find the best giving vehicle available for them creates a win-win situation. The clients will be happier with a vehicle that is a good fit, will gift more assets, and will recommend that advisor to friends. In short, clients will be more fulfilled, more generous, more effective, and more influential on the causes they care about. In turn, the professional advisor builds a stronger reputation as a trusted ally.