The concept of due diligence has deep roots in the financial sector, originating with the US Securities Act in 1933. The process has evolved over the last century and looks different across many industries, but the main objective is the same: taking precautions to assess risk and avoid damage to the organization. In a post […]
DAFinitively Speaking
Around the World of DAFs: Europe
As we continue through the world of donor-advised funds, let’s daydream a bit and think about summer travel. Take out that imaginary Eurail pass, check your frequent flier miles and let’s take a look at what DAF sponsors are doing overseas. Many of the organizations below are members of Transnational Giving Europe (TGE), which allows […]
Recap of the 2024 National Study on Donor Advised Funds
The DAF Research Collaborative recently published the 2024 National Study on Donor Advised Funds, their largest study to date. Co-authors H. Daniel Heist, Danielle Vance-Mullen, Brittany Kienker and Jeff Williams operate in various areas of the DAF universe including higher education and consulting. Using data from 2014-2022, the report received responses from more than 100 […]
The DAF Giving Summit – Reflective of the DAF Ecosystem
Authored By: Valerie Anastasio Editors Note: In our first ever DAFinitively Speaking guest blog post, we’ve invited Valerie Anastasio, Senior Director of Prospect Development and Knowledge Management at Boston Children’s Hospital Trust to share her thoughts on the DAF Giving Summit and the DAF ecosystem. Valerie is a prospect development industry veteran, particularly as it […]
In conversation: The Ethics of DAFs with Anna Habben and Kendra Stone
This month in DAFinitively Speaking, we have an interview with Anna Habben and Kendra Stone, the co-authors of a new report, “Common Ethical Concerns About Donor Advised Funds and a Strategy for Addressing Them.” Published through Brigham Young University, they worked with Dr. H. Daniel Heist, professor at the George W. Romney Institute for Public […]
News You Can Use: 2023 In Review
Now that the holiday decorations have lost their shine and the leftovers are gone from the fridge, let’s get back to work! In the inevitable rush towards the recent holiday season, it is hard to stay informed about what went on in the world of donor-advised philanthropy. As we begin a new year, it is […]
