What Advisors Should Know About DAFs and Private Foundations

This Minnesota Charitable Advisors Network luncheon event discussed the key differences between private foundations and donor-advised funds (DAFs) and explored how advisors can proactively raise philanthropic planning with clients.

Featured speakers included Catie Bitzan Amundsen, Partner, Lathrop GPM LLP, Deb Nelson, CPA, Partner, Eide Bailly LLP, and Luther Ranheim, Gift Planner, Saint Paul & Minnesota Foundation.

The Saint Paul & Minnesota Foundation is ready to assist in navigating your client's philanthropic journey. Check out additional resources on Exploring Your Clients’ Giving Options: A Donor Advised Fund Versus a Private Foundation.

Contact our team for more information on our services.