IRS Checks Virtues of Charities
by Arden Dale
THE WALL STREET JOURNAL, January 2007
Discusses recent and pending reforms in donor advised fund instruments, including those advocated in "DAF Kickbacks." Open pdf of article.
Charitable Provisions of Pension Protection Act of 2006 (H.R. 4)
An Analysis
The Pension Protection Act of 2006 (“HR 4”) was signed into law on August 17, 2006. A brief summary of several key charitable giving incentives included in HR 4, as well as new charity reform rules, including key DAF reforms, follows...
Price War Heats Up at Donor Funds
by Darla Mercado
Investment News, July 17, 2006
Reduced fees allow donor-advised funds to give more money to charities. (Click here for complete article.)
Community Donor Funds Step Up Adviser Efforts
by Frederick P. Gabriel Jr.
Investment News, May 22, 2006
A report on financial relationships between community foundations and donor advisors. (Click here for complete article.)
Fundraising Ethical Dilemmas: What They Are and How Should We Approach Them
Planned Giving Pulse, September 2005
Discusses the issues related to ties between charities and donors' financial advisors, as presented in "DAF Kickbacks."(Click here to view full article)
Charity Official Questions Fees Paid to Financial Advisers
by Holly Hall
The Chronicle of Philanthropy, August 2005
Presents both sides of the controversy surrounding the issues of financial relationships between donor advisors and charities. (Click here to view full article.)
Helping Donors Cut Down Red Tape
by Todd Mason
The Philadelphia Inquirer, August 2005
Article discusses pros and cons of donor advised funds, including the ethical concerns of advisor kickbacks. (Open pdf of full article.)
Ethics Lab
National Committee on Planned Giving Ethics Committee
The Journal of Gift Planning, July 2005
Discusses the ethics of various types of connections between charities and donors' financial advisors. (Open pdf of full article.)
DAF Kickbacks
by Bruce Makous
Trusts & Estates, July 2005
Article by Bruce Makous spells out ethical concerns regarding financial payments to donors' investment advisors. (For pdf of full article, click here.)