#148 Sybil Speaks: The Ins and Outs of Donor-Advised Funds and Pooled Funds

Sybil delves into Donor Advised Funds (DAFs) and Pooled Funds. DAFs have been gaining prominence recently, with a significant share of annual giving directed towards them. Sybil explains the three categories of DAFs and pooled funds, with examples and pros/cons for each type. She then shares the criticisms and the benefits of DAFs.Episode Highlights:The three categories of DAFs and pooled fundsThe criticisms of DAFsThe essential benefits DAF.Sybil Ackerman-Munson Bio:With over 20 years of experience as a nonprofit professional and foundation advisor, I work with philanthropic institutions and foundations interested in successful, high-impact grant-making so you can make a real and lasting positive contribution to the world on your terms.Links:Bank of America https://www.privatebank.bankofamerica.com/solutions/donor-advised-fund.htmlBridgespan https://www.bridgespan.org/our-services/helping-foundations-collaborate-with-other-fundersCharities Aid Foundation https://www.cafonline.org/my-personal-giving/long-term-givingFidelity Charitable https://www.fidelitycharitable.org Morgan Stanley https://www.morganstanley.com/campaigns/wealth-management/giftNational Christian Foundation https://www.ncfgiving.com/solutions/giving-fund National Philanthropic Trust https://www.nptrust.org/donor-advised-funds/open-daf-accountPew Charitable Trusts https://www.pewtrusts.org/enOregon Community  Foundation* https://oregoncf.org/ways-to-give/choose-your-fund/donor-advised-fund\Resources Legacy Fund https://resourceslegacyfund.orgPanorama Global https://www.panoramaglobal.org/fundsShark Conservation Fund https://www.sharkconservationfund.org Vanguard https://www.vanguardcharitable.orgArticle by Drew Lindsay https://www.philanthropy.com/article/a-short-history-of-the-fast-and-furious-rise-of-dafsArticle by Helen Flanery https://inequality.org/great-divide/top-public-charitiesIf you enjoyed this episode, listen to these as well: https://www.doyourgood.com/blog/146-measuring-effectiveness-of-relationships-between-grantees-donorshttps://www.doyourgood.com/blog/46-tim-millerhttps://www.doyourgood.com/blog/144-how-to-measure-success-in-philanthropy Crack the Code: Sybil’s Successful Guide to Philanthropy Become even better at what you do as Sybil teaches you the strategies as well as the tools you’ll need to avoid mistakes and make a career out of philanthropy.Sybil offers resources that include special free short video mini-courses, templates, and key checklists, and words of advice summarized in easy-to-view PDFs.     Check out Sybil’s website with all the latest opportunities to learn from Sybil athttps://www.doyourgood.com Connect with Do Your Good https://www.facebook.com/doyourgood https://www.instagram.com/doyourgood Would you like to talk with Sybil directly? Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at [email protected]!