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Wealth & Investment Hub 2025

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Donor Advised Funds – How this model of philanthropic funding helps to create a more sustainable future

25 Jun 2025
Wealth & Investment Management Hub
Sector: Finance & Investment
In this session, the panellists will explain how Donor Advised Funds work and the benefits of using a DAF versus a charitable foundation or giving directly to charities.  We will explore DAF trends such as the increase in non-cash gifts, the transfer of charitable trusts and the new tax landscape as a growth driver.  The panel will also share their insights into why advisers should talk to their clients about philanthropy and how best to have the conversation.
Moderator
Richard Gillham, Relationship Manager - Stewardship
Speakers
Graeme Price, Trustee - Together Charitable Foundation
Rachel Tomlins, Head of Philanthropy - The Charity Service
Nancy Bikson, Managing Director - Chapel & York