National Philanthropic Trust's 2018 Donor-Advised Fund Report examines 2013 through 2017 fiscal year data from 1,002 charities. For the eighth consecutive year, there was growth in all key metrics—number of individual donor-advised funds, total grant dollars from them, total contributions to them and total charitable assets in them.
Donor-advised funds are powerful tools – both for average people who want to make lasting commitments to their communities, as well as those with significant financial resources who are looking for an alternative to a private foundation. See the Forum's position and resources on this issue.
Report from Independent Sector to review a 2005 recommendation to require a five percent payout for DAFs.
Resource page on donor-advised funds from the Council on Foundations.
Webinar recording from Alliance for Charitable Reform responding to the proposal for donor-advised funds to distribute contributions within five years of receipt.
Earlier this month, the Forum submitted a letter to the California General Assembly’s Judiciary Committee in opposition to Assembly Bill 1712.