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Donor-Advised Funds

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Content provided by Nicole Nakoneshny and KCI Philanthropy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nicole Nakoneshny and KCI Philanthropy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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Donor-Advised Funds

[/et_pb_text][/et_pb_column][et_pb_column type="1_2"][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section bb_built="1" specialty="on" prev_background_color="#333f48" _builder_version="3.17.4" use_custom_width="on" width_unit="off" custom_width_percent="57%" custom_padding="0px|||" padding_top_2="0px" padding_top_1="45px"][et_pb_column type="3_4" specialty_columns="3"][et_pb_row_inner admin_label="Row" _builder_version="3.17.4" custom_margin="0px|||" custom_padding="0px|||" padding_top_1="0px" custom_padding_last_edited="off|"][et_pb_column_inner type="4_4" saved_specialty_column_type="3_4"][et_pb_post_title admin_label="Date - don't edit" _builder_version="3.17.4" title="off" author="off" date_format="M Y" categories="off" comments="off" featured_image="off" module_class="trends-date" custom_margin="||0px|" /][et_pb_text _builder_version="3.17.6"]

Donor-advised funds are growing in popularity with balances held in DAFs offered by community foundations and other sponsoring institutions growing at over 11% per year. At the end of 2016, DAF balances were approximately $3.2 billion…and expected to double over the next decade. But even with that growth in number and popularity, a full picture of Canadian donor-advised funds has been lacking…until now. A recently released report by Investor Economics, A Strategic Insight company, called Donor-advised Funds: The Intersection of Philanthropy and Wealth Management contains the most comprehensive examination of DAFs available in Canada. The report reviews DAFs from all points of view and provides insights into trends, possible regulatory developments and the attitudes of donors, sponsors and advisors.

In this episode of The Ask, we explore the findings with report authors, Keith SjÖgren, Managing Director, Consulting Services at Investor Economics and Karen Hudson, an Independent Consultant working with Strategic Insight as well as with Jo-Anne Ryan, Vice President Philanthropic Advisory Services at TD Wealth. You can access information on accessing the report here.

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Donor-Advised Funds

The Ask

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Manage episode 256467778 series 2639187
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Donor-Advised Funds

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Donor-advised funds are growing in popularity with balances held in DAFs offered by community foundations and other sponsoring institutions growing at over 11% per year. At the end of 2016, DAF balances were approximately $3.2 billion…and expected to double over the next decade. But even with that growth in number and popularity, a full picture of Canadian donor-advised funds has been lacking…until now. A recently released report by Investor Economics, A Strategic Insight company, called Donor-advised Funds: The Intersection of Philanthropy and Wealth Management contains the most comprehensive examination of DAFs available in Canada. The report reviews DAFs from all points of view and provides insights into trends, possible regulatory developments and the attitudes of donors, sponsors and advisors.

In this episode of The Ask, we explore the findings with report authors, Keith SjÖgren, Managing Director, Consulting Services at Investor Economics and Karen Hudson, an Independent Consultant working with Strategic Insight as well as with Jo-Anne Ryan, Vice President Philanthropic Advisory Services at TD Wealth. You can access information on accessing the report here.

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