Donor Advised Funds: Key Considerations and Recently Proposed Changes to Regulatory Landscape

Nonprofit attorney Andrew Grumet is speaking on a panel at the CFP Board Connections Conference, sharing insights on donor-advised funds (DAFs). Mr. Grumet will discuss proposed changes to the legal landscape that may impact the definition of eligible funds, donors and donor advisors, in addition to expanding the definition of DAFs and clarifying the role of advisors.