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Amy Marks Dornbusch, Founder of AtlasDaughters and Director of the Marks Family Foundation, encourages families to activate their donor-advised funds (DAFs). Her key message: don’t let paralysis hold your capital captive.
In the News
Unlocking Generosity: The Advisor’s Role in Inspiring Purpose and Impact from AEF shares how leading advisors seamlessly integrate giving conversations into their practices.
The Donor Advised Fund Research Collaborative (DAFRC) has released Financial Planning in the Age of Donor Advised Funds, the first large-scale study examining how, when, and why financial advisors incorporate donor advised funds (DAFs) into financial planning.
Stephen Kump of Charityvest featured in this interview on the importance of financial advisor relationships and increase in DAF payout rates.
When DAF Grants Get Stuck
Donor-advised funds (DAFs) are often positioned as a seamless, efficient tool—one that simplifies philanthropy and accelerates impact. In most cases, they do exactly that.
5 Ways Advisors Can Use DAFs to Advance Climate Goals
Whether it’s choosing the right DAF sponsor or aligning investment and grantmaking strategies with your client’s mission and vision, advisors can utilize DAFs as a highly effective tool for impactful climate philanthropy.
Introduction to Science Philanthropy: Part Four - Charting a Course in Science Philanthropy
This article is the fourth in a four-part series to introduce you to the world of science philanthropy.
Introduction to Science Philanthropy: Part Three - Finding Partners on Your Science Philanthropy Journey
This article is the third in a four-part series to introduce you to the world of science philanthropy.
Expanding Philanthropic Horizons: Using DAFs for International Giving
As advisors, we’re increasingly working with clients whose hearts and philanthropic interests span borders.
Introduction to Science Philanthropy: Part Two - How Does Giving to Science Work?
This is the second part of a four-part series to learn about the world of science philanthropy.
6 Ways DAFs Can Advance Women and Girls
For donors seeking a giving strategy with proven, multiplier effects, one of the most effective yet persistently underfunded opportunities is investing in women and girls.
Introduction to Science Philanthropy: Part One
In this first part of a four-part series, learn about the world of science philanthropy.
When a DAF Sends Its First Gift: A Nonprofit’s Perspective
Receiving the first gift from a DAF is a beautifully wrapped present with no clear tag.
The Impact of DAFs on Humanitarian Aid
An increase in giving via DAFs will play a crucial role in supporting the IRC’s and other humanitarian aid organizations’ work within the United States and abroad.
Tax Tips for Giving Tuesday 2025 and Beyond
Giving Tuesday 2025 is December 2. With many tax law changes going into effect in 2026, here are a few tax tips to help donors make an even greater contribution on Giving Tuesday and into the new year.
Growing Together: Insights From the Philanthropic Advising Competency Model
At the DAF Giving Summit, participants took part in a self-assessment. Explore which competencies ranked highest and lowest among the participants.
DAFs and Private Foundations: How to Decide What is Right For You
When it comes to fulfilling lasting charitable goals while maximizing immediate income tax benefits, two of the most popular options are establishing a donor-advised fund and creating a private foundation.
The Advisor’s Guide to Building Trust with DAF Donors
Many high-net-worth individuals (HNWI) value giving back, and philanthropy is increasingly a factor in selecting their advisors.
North of the Border: How Donor-Advised Funds Work in Canada
For those familiar with the American philanthropic landscape, the DAF is a well-established and powerful tool for strategic giving. But how does this model translate in Canada?
Philanthropy in Action: Shana Dall’Osto of Roots & Wings Foundation
Shana Dall'Osto shares her philanthropic journey - from DAFs, family values to leading Roots & Wings Foundation with trust and humility.
Who Recommends Donor-Advised Funds?
Who is recommending DAFs to donors and clients? What are their backgrounds, and where do they work?
6 Tips for Advising Women Donors
Advising women donors requires more than adjusting your language or offering a curated list of grantees.
From Passive to Purposeful: Customizing Your DAF Investment Policy
A custom Investment Policy Statement ensures your DAF portfolio reflects the same values that guide your philanthropy.
An Introduction to DAF Day—And Why Advisors Should Pay Attention
DAF Day is on October 9, 2025 — a sector-wide giving day that invites donors to unlock the power of donor-advised funds and make a collective impact.
Helping Clients Respond to Disasters: An Advisor’s Guide
When disaster strikes, donors with DAFs are in a unique position to act—the money is already set aside and ready to move.
DAFs as a Family Governance Tool
In an era where generational wealth is increasing, DAFs have emerged as tools for family unity, governance, and legacy.
Guiding Clients Through the Philanthropic Learning Curve
As an advisor, you are uniquely positioned to help clients align their financial decisions with their values.
Advising The Modern Philanthropic Client
The new philanthropic advising roles will require confidence and competence with the broader social impact toolkit.