This document discusses donor advised funds (DAFs) and how they can be used to satisfy donor needs and build charitable impact. It provides an overview of DAF mechanics, benefits to donors, common DAF providers, and ways DAFs can increase charitable impact through simplification, addressing emerging needs, and charity research. Challenges and opportunities for DAFs are also examined, such as expanding the pool of DAF donors and advising philanthropic advisors.

1. Satisfying Donor Needs and Building CharitableImpact Through Donor Advised Funds Bruce R. Hill, CFRE 1

2. Charitable giving in review: 2010 We’re #3!! Haiti 57% say yes Bill C-470 Tweet! Social Investing 2

3. Donor Advised Fund (DAF)? An endowment or trust where a portion of the annual income accrues to other charities. 3

4. DAFs: Background Happy birthday Buy American Whitford Van Dusen Providers Higher education? 4

5. DAF Mechanics Inter vivos and/or testamentary Name the fund Recommend qualified donees Successors Income allocation Gift agreement Irrevocable gift 5

6. Donor benefits “Lite”private foundation Simplicity Anonymity Family giving Change 6

7. Providers Tier #1 Community foundations Tier #2 Banks & investment companies Tier #3 The rest 7

8. comparisons Charitable impact Fees Investment options Payout Stewardship 8

9. Investments 9

10. Charitable impact Simplification Emerging needs Charity research 10

11. Challenges & opportunities DAF? Prospect pool Advising the advisor Strength in numbers Harvard & Cornell – who’s next? 11