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Stax conducted market research on Donor-Advised Funds (DAFs), holding 50 phone interviews and analyzing an additional 70 vetted survey responses of advisors (e.g., financial advisors, attorneys, accountants) in the New York area.
Our research outlines several key findings. As a preview of what's shared in the report, our survey found that:
- 70% of respondents recommend Donor-Advised Funds (DAFs) to their clients. DAFs are well-established and highly recommended.
- Top reasons to recommend DAFs include:
- Ability to recognize tax deductions in the contribution year and distribute assets over time (80% of respondents).
- Opportunity to establish a legacy of charitable giving (74%).
- Ability to optimize tax liability on appreciated assets (60%).
As part of Stax's research efforts, our goal was to gain a deeper understanding of how we can enhance social impact by leveraging the expertise among financial advisors, accountants, and attorneys, and we found that there is significant opportunity for these advisors to increase their guidance on donor-advised funds.
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