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Course 5: Donor-Friendly Alternatives to the Private Foundation: Donor Advised Funds, Endowments and Charitable Lead Trusts

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Determining the best strategy for your clients to fulfill their charitable intentions is a key part of the planning process. This course will examine the shared appeal of private foundations, Donor Advised Funds, endowments and Charitable Lead Trusts, distinguish how each of these vehicles functions, their advantages and disadvantages, and the attributes of clients best suited for each vehicle to fulfill their philanthropic objectives.  

  • Describe the benefits and limitations of private foundations 
  • Describe how Donor Advised Funds work and when they are a good fit for clients
  • Describe the appeal of endowments and identify the attributes of clients best suited for them
  • Illustrate how non-grantor charitable lead trusts work and identify client situations that would warrant their consideration

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Donor-Friendly Alternatives to the Private Foundation: Donor Advised Funds, Endowments and Charitable Lead Trusts
Open to view video.
Open to view video.
Presentation Slides: Donor-Friendly Alternatives to the Private Foundation
Open to download resource.
Open to download resource.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available