Sep 10 2024 44 mins
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On this episode of Financial Perspectives: Chats, we'll discuss how donor-advised funds (DAFs) revolutionizing the philanthropic landscape in America. Join us as we sit down with Alyssa Heath - Chief Operating Officer & Director of Social Impact at Fire Capital Management – and Pamela Doherty - Senior Director of Gift Planning at The San Francisco Foundation to explore the mechanics and impact of DAFs.
Holding nearly $230 billion in assets and boasting an annual payout rate of over 20%, DAFs are changing the way donors think about charitable giving. Discover why these funds are gaining attention and how they are becoming a cornerstone in modern philanthropy. We delve into potential regulatory changes and their broader implications, while also discussing strategic approaches for wealth advisors to integrate philanthropy into client conversations.
Whether you're a seasoned donor, a wealth advisor, or simply curious about the future of philanthropy, this episode offers a comprehensive look at how DAFs are engaging multiple generations and reshaping charitable giving.
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