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Your Money, Your Legacy: How Donor Advised Funds Work
The Donor Advised Fund Playbook
In this episode, Lawrence Greenberg continues the three-part series on charitable giving in Canada with Part Two: Donor Advised Funds. He's joined by special guest Linda Argalgi, tax accountant and philanthropy advisor at the Jewish Community Foundation (JCF).
Linda walks through what a donor advised fund (DAF) is, how it compares to a private foundation, and why this strategy isn't just for the ultra-wealthy. They cover the mechanics of contributing to a DAF, how investment options work, and the key differences in administration, privacy, disbursement…
The skinny
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