Compare Private Foundations with Donor Advised Funds
Some clients may come to you with the belief that a private foundation provides their only option for long-term involvement with assets they set aside for charitable purposes. In reality, a Donor Advised Fund at the Community Foundation offers numerous advantages to these clients, provides real ways for them to stay engaged in giving and avoids many of the challenges of private foundation management.
Explore the information in this section to look at these charitable giving options.
Compare Giving Options
We welcome the opportunity to consult with you and any clients who would like to discuss the advantages and disadvantages of each approach. Our desire is to help you find the solution that works best for your client. If you have any questions that have not been answered in this section, please contact President/CEO, Dan Baldwin or call 831.375.9712 x115.