We're excited to see Aperio Senior Director Katherine Tuider speak at the AIP Conference on Philanthropy 2024. Katherine will join Erinn Andrews, Founder & CEO of GiveTeam, to discuss the value of, and concerns about, donor-advised funds: "Analyzing DAFs: Considering both Donor and Nonprofit Perspectives" In the last 10-15 years, Donor-Advised Funds (DAFs) have surged in popularity, sparking both excitement and concern. In this session, we will look at the latest research on DAFs, evaluating why they have become such a popular giving vehicle option for individual donors, especially as compared to private foundations. We will analyze DAFs according to age demographics, giving account sizes, types of assets donated, anonymity, and payout rates. We will highlight controversies and concerns over the popular vehicle. Participants will additionally learn about three DAF donor archetypes to understand the different ways donors are using their accounts to enact their charitable priorities, adding nuance to the discussion, especially in the context of possible new DAF regulations. Register today! https://lnkd.in/esHXfT7m
At the AIP Conference on Philanthropy 2024, Erinn Andrews and Katherine Tuider will discuss "Analyzing DAFs: Considering both Donor and Nonprofit Perspectives." In the last 10-15 years, Donor-Advised Funds (DAFs) have surged in popularity, sparking both excitement and concern. In this session, we will look at the latest research on DAFs, evaluating why they have become such a popular giving vehicle option for individual donors, especially as compared to private foundations. We will analyze DAFs according to age demographics, giving account sizes, types of assets donated, anonymity, and payout rates. We will highlight controversies and concerns over the popular vehicle. Participants will additionally learn about three DAF donor archetypes to understand the different ways donors are using their accounts to enact their charitable priorities, adding nuance to the discussion, especially in the context of possible new DAF regulations. Throughout the presentation, Erinn Andrews and Katherine Tuider will be in conversation as they evaluate this vehicle from the donor and nonprofit perspectives, offering suggestions for both parties as they engage with DAFs. Register today! https://lnkd.in/esHXfT7m