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Grants from a Donor Advised Fund are being denied by DAF sponsors, when the grantee organization is deemed by the sponsor to be a hate organization, or, at times, when the grant is at odds with the sponsor’s own mission. This module explores the implications for advisors seeking to explain DAFs properly and to make suitable recommendations.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- State why certain grants are denied by DAF sponsors.
- Explain the extent to which DAF grants may be anonymous as to the donor.
- Explain the extent to which DAF grants are showing on the sponsor’s own 990.
- Explain accurately to clients the possibility that a grant may be denied.
Presenter
Philip Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®
CFP® CE Credit
This content is eligible for 1.5 hours of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for 1.5 hours of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
DAF Grants may be Denied: Are You Ready to Respond?
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