Spring 2017 Perspectives: The Rise of Donor-Advised Funds, Market Environment and Selecting an Experienced Executor

Philanthropy has long been characterized by the drive to make a difference. While the practice has evolved, the value of kindness and the legacy of giving it reinforces remains constant. Here we explore the donor-advised fund, a charitable giving vehicle that can be employed individually or as part of a larger plan, providing donors tremendous flexibility in reaching their philanthropic vision. Also in this issue of Perspectives are the highlights from a roundtable discussion with Barron's on the current market environment, as well as the importance of weighing the complexity of an estate structure against the knowledge, skills and resources that will be required to administer it.