Donor Advised Funds

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Released: 08/2010

CICF's Giving Guide will guide families or friends through a thoughtful conversation about how to best connect what's most important to them and where they invest their charitable contributions.

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What will happen to a donor's fund should the foundation cease to exist? Should our Articles of Incorporation and By-Laws include a specific reference to dissolution?

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Resource Type: Technical Assistance



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Can and should a donor advised fund be used to provide support for mission trips?

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Resource Type: Technical Assistance
Funding Area: Religion



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Released: 01/2007

The issue of payout percentage has been subject to debate, with various studies taking different positions as to the long-term effect of different rates on the corpus, but the general assumption in foundation circles is still that the 5% payout rate is the number that will enable foundations to maintain their purchasing power into the future. This paper looks at 13 foundations, and examines the ways in which their non-standard structures — whether in the areas of lifespan, payout, or methods — arise from their missions.

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Resource Type: Report



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Released: 01/2008

How do you figure out how much to give? Whether you wrestle with this question yourself or are helping other givers, the Bolder Giving Workbook offers unique perspectives and step-by-step guidance. Enjoy articles, exercises, and stories from amazing givers.

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Resource Type: Best PracticeTools



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Released: 11/2015

This resource compiles all available session materials from CMF's 43rd Annual Conference.

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Resource Type: Best PracticePresentationReportResearch



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Released: 06/2015

An hour-long, live video discussion about this year’s report on American charitable giving with philanthropic experts from around the country. The report’s findings are discussed, along with bigger trends in fundraising.

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Resource Type: Video



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Released: 02/2015

America is in the midst of a dramatic cultural shift, but evidence suggests that organized philanthropy may be stuck in the past. As the nation becomes more ethnically and racially diverse, it is more important than ever to consider whether the fundraising playbook is due for an overhaul. Do our current fundraising efforts reach the full spectrum of Americans who might support them? Are we speaking the language—literally and figuratively—of tomorrow’s donors? Do the fundraising channels we depend upon exclude some ethnic and racial groups? Do we have the cultural competency to reach all Americans who might support nonprofits?

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Resource Type: ReportSurvey



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Released: 01/2015

A 2015 survey explores how Fidelity Charitable® donors plan their philanthropy. This survey report examines donors’ time invested in philanthropy, yearly giving objectives, and long-term philanthropic planning. It also uncovers how age, life stage, gift size, and gender impact these approaches.

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Resource Type: Research



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Released: 01/2015

The motivation behind the Money for Good ($FG) research series is to seek the "voice of the donor" in charitable giving. $FG reveals the motivations behind donors’ giving as they are, not as charitable organizations and funders wish they were.

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Resource Type: Report



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