#148 Sybil Speaks: The Ins and Outs of Donor-Advised Funds and Pooled Funds

Sybil delves into Donor Advised Funds (DAFs) and Pooled Funds. DAFs have been gaining prominence recently, with a significant share of annual giving directed towards them. Sybil explains the three categories of DAFs and pooled funds, with examples and pros/cons for each type. She then shares the criticisms and the benefits of DAFs.

Episode Highlights:

• The three categories of DAFs and pooled funds

• The criticisms of DAFs

• The essential benefits DAF.

Sybil Ackerman-Munson Bio:

With over 20 years of experience as a nonprofit professional and foundation advisor, I work with philanthropic institutions and foundations interested in successful, high-impact grant-making so you can make a real and lasting positive contribution to the world on your terms.

Links:

• Bank of America https://www.privatebank.bankofamerica.com/solutions/donor-advised-fund.html

• Bridgespan https://www.bridgespan.org/our-services/helping-foundations-collaborate-with-other-funders

• Charities Aid Foundation https://www.cafonline.org/my-personal-giving/long-term-giving

• Fidelity Charitable https://www.fidelitycharitable.org

• Morgan Stanley https://www.morganstanley.com/campaigns/wealth-management/gift

• National Christian Foundation https://www.ncfgiving.com/solutions/giving-fund

• National Philanthropic Trust https://www.nptrust.org/donor-advised-funds/open-daf-account

• Pew Charitable Trusts https://www.pewtrusts.org/en

• Oregon Community  Foundation* https://oregoncf.org/ways-to-give/choose-your-fund/donor-advised-fund\

• Resources Legacy Fund https://resourceslegacyfund.org

• Panorama Global https://www.panoramaglobal.org/funds

• Shark Conservation Fund https://www.sharkconservationfund.org

• Vanguard https://www.vanguardcharitable.org

• Article by Drew Lindsay https://www.philanthropy.com/article/a-short-history-of-the-fast-and-furious-rise-of-dafs

• Article by Helen Flanery https://inequality.org/great-divide/top-public-charities

If you enjoyed this episode, listen to these as well:

https://www.doyourgood.com/blog/146-measuring-effectiveness-of-relationships-between-grantees-donors

https://www.doyourgood.com/blog/46-tim-miller

https://www.doyourgood.com/blog/144-how-to-measure-success-in-philanthropy

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