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Alternatives to Private Foundations: Donor-Advised Funds

Tuesday, March 11, 2014 12:00 PM to 1:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

 

Description:

Increasingly, donor-advised funds are being successfully used as both an alternative to, and a complement to, private foundations. Often thought of as an "either/or" decision, many donors are now using donor-advised funds in addition to their private foundations. This strategy is increasing in popularity, as it enables individuals to use complementary vehicles to accomplish separate philanthropic purposes.  Separately, over the last few years, hundreds of private foundation managers have chosen to unwind their foundations and transfer the balances to public charities that sponsor donor-advised funds.  This program will outline the rules governing contributions to and distributions from donor-advised funds, and discuss how donor-advised funds are being used as alternatives to or in conjunction with private foundations.

 

Sponsoring Section/Committee(s):

Speakers:

  • Jill Weiner
    Vice President of Compliance
    • Fidelity Charitable

 



 

Contact:

Elizabeth Vincensi
evincensi@bostonbar.org

 

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