What Not-for-Profit Organizations Should Know About Donor-Advised Funds

On November 9, join Katz, Sapper & Miller not-for-profit leaders Casse Tate and Justin Hayes and Indiana University Lilly Family School of Philanthropy at IUPUI’s Dr. Anna Pruitt to discuss what not-for-profit organizations need to know about donor-advised funds (DAFs). The presentation will cover the following topics:

• History of DAFs and their growth
• How DAFs impact fundraising
• Which types of not-for-profit organizations typically receive DAF grants
• Tax benefits of DAFs and their interaction with charities
• Pros and cons of DAFs
• Application of generally accepted accounting principles (GAAP) related to DAFs

Attendees are eligible for up to 1.5 hours of CPE credit.