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Donor-Advised Fund Insights & Resources

Expanding Philanthropy

AEF is your source for insights on donor-advised funds (DAFs). Here, you’ll find a variety of content to help guide you as you expand philanthropy. Check out some of our articles, and when you’re ready, let’s talk DAFs.

Charitable Planning

DAF Day 2026: Celebrating the Advisors Who Make Giving Happen
Charitable Planning, Charitable Planning Conversation/Benefits of DAFs, Thought Leadership

How to Lead Giving Season Conversations With Clients Before the Year-End Rush
Choosing a DAF

How to Keep a Client From Opening a DAF Without Their Advisor
Charitable Planning, Charitable Planning Conversation/Benefits of DAFs

The 87/81/6 Charitable Planning Gap: Are You Giving Clients the Philanthropic Advice They Want?
How to Engage Family

How Advisors Can Engage the Next Generation Through a DAF
Charitable Planning Conversation/Benefits of DAFs, General

The Keys To Creating A Company Giving Program
Charitable Planning Conversation/Benefits of DAFs, Choosing a DAF, Thought Leadership

When to Open Donor-Advised Funds vs. Private Foundations
Charitable Planning Conversation/Benefits of DAFs

When Clients Consider Leaving a Charitable Legacy
Charitable Planning, General

Transferring Donor-Advised Funds to AEF
Charitable Planning, Estate Planning, How to Engage Family, Thought Leadership

Create a Lasting Legacy: Fund Your Client’s Future Giving with a Legacy Fund
Charitable Planning, Estate Planning

Two Reasons Why It’s a Critical Time to Discuss Charitable Planning
General, Thought Leadership

New Study Reveals Insights into Donor-Advised Funds
Charitable Planning, General, Support & How To's

Why Some Advisors Establish Donor-Advised Funds Now and Fund Later
General, Support & How To's

6 Ways Donors Without Children Use Donor-Advised Funds
Charitable Planning, General, Support & How To's

5 Steps for Incorporating Charitable Planning Into Your Practice
Charitable Planning Conversation/Benefits of DAFs, Thought Leadership

10 Tips for Engaging Seniors in Charitable Planning
Charitable Planning, Support & How To's

10 Tips for Engaging Non-charitable Clients
Charitable Planning, General, Support & How To's

10 Tips for Empowering Corporate Philanthropy