GEOList Summary: Questions regarding Donor Advised Funds
Has anyone ever used a term of years for the privilege of advising on the fund? The second question relates to the IRS pronouncement (Notice 2017-73) that the fulfillment of donor pledges through a grant from a donor advised fund would be treated as incurring “no more than incidental benefit” for the donor advised fund advisor. Have you addressed this in your donor advised fund policy? If so, how did you frame it? Have you also addressed charity events and membership fees?
Log in to continue reading
Log InStay informed of the emerging trends and promising practices from the field of philanthropy through GEO’s publications and research.
Sign up for a preview
A limited selection of GEO publications are available to the public. You can access these resources by filling out the form below.
GEO members can save time and access all GEO publications plus hundreds of philanthropy related resources by logging in to their member accounts. If this is your first time visiting the GEO site, you will need to register for your member access account.
