Earn CE Credit | Comparing DAFs and Private Foundations

Ask the Experts: Grow Your Practice with Philanthropy: Comparing DAFs and Private Foundations

DATE:
Tuesday
June 3, 2025

TIME:
2:00 PM ET
11:00 AM PT

Estate-planning attorneys and financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. Two versatile means of charitable giving are through donor-advised funds (DAFs) and private foundations.

Join this webinar as our experts will provide an overview of these two strategic giving vehicles and explain the signature features, key differences of each and how they can be leveraged for impactful giving. They’ll also help you determine which strategy is best for different types of clients and how vehicles can be used together to increase impact, and answer your pre-submitted questions.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Susan Lipp - Moderator

Editor in Chief

Trusts & Estates

Gillian Howell

National Philanthropy Executive

Foundation Source

Stephen Kump

President of DAFs

Foundation Source

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.