Donor Advised Funds: are they right for everyone?

A need to know for professional advisers to (U)HNWI. During this event we will discuss how Donor Advised Funds works and what the benefits and drawbacks of using them are.

Donor Advised Funds: are they right for everyone?

Event details
Location and contact details for this event.
Event type: 
Roundtable
Date: 
27 Nov 2018 - 5:00pm to 8:00pm
Venue address: 
Maurice Turnor Gardner 15th Floor, Milton House, Milton Street, London, EC2Y 9BH
Organisation: 
Philanthropy Impact
Telephone: 
02074077879
The use of DAFs have grown significantly over the past few years with projections in their growth to go over £1B in the next 10 years.
 
Join us to hear the latest research compiled by NPT UK (National Philanthropic Trust) on DAFs in the UK including comparatives with the US (where there is over £80B in assets in DAFs).
Participate in the debate about the DAFs, its benefits and the efficacy of the different models in the UK.
 
At this event we will explore issues such as:
 
  •  Will DAFs increase giving which has remained relativity flat for (U)HNWI in the UK?
  •  Can DAFs provide the hands on approach that meets the needs of millennials and tech millionaires?
  •  Who is it for and how is it used by (U)HNW individuals and families or is it for the mass affluent?
  •  What concerns are there about control, tax efficient giving, transparency and measuring of impact?
  • How does social/impact investment fit within DAFs?
  • What is the best choice –DAFs or Trusts or social investment funds – and what are the benefits and drawbacks of each?
Hear from a user from a collective DAF, a unique approach to DAFs including its international implications – combining DAFs in the US and UK in support of issues related to migration and refugees as well as legal and tax experts advising clients on the use of DAFs and other approaches.
 
This event is also of interest to professional advisors looking to increase their knowledge about new philanthropic giving vehicles in order to meet their clients’ need for support from their advisers for their donor journey.
 
Chair: Ceris Gardner, Partner, Maurice Turnor Gardner
Panel: Alfonso Montel, CEO, Lemon Tree Trust
          Iain Younger, Director, Frank Hirth
          Others to be confirmed.
 
 
Philanthropy Impact would like to thank Maurice Turnor Gardner for generously hosting this event
 
 
 
Event registration
Event cost: 
This roundtable is free for members, £60/£80 for non-members
Registration: 
registration@philanthropy-impact.org
Suitable for: 
Professional advisers, philanthropists, social investors, trusts and foundations