Understanding Donor-Advised Funds as a Tool for Giving

A donor-advised fund, or DAF, is like an investment account that is set up through a public charity for the sole purpose of charitable giving. It is a vehicle for giving that has grown in popularity over the years, often as an alternative to establishing or maintaining a foundation. In this interview, we are joined by John LaFleur, Managing Director at Strategic Philanthropy, an independent philanthropic consulting firm. He shares his experience guiding clients not only in choosing a vehicle for their giving but also utilizing philanthropic giving as a tool for teaching the next generation about wealth, values and shared decision making.

John LaFleur is a Managing Director at Strategic Philanthropy Ltd., working with the advisor community as well as clients. John’s career includes serving as the director of a large embedded family office and then as the head of the family’s private foundation for a total of 21 years. His Accounting background from Bentley University and prior experience working with privately held businesses and serving on various non-profit boards, has served him well in his client work.


This material presented is for informational purposes only and should not be construed as legal, tax or personalized investment advice. Altair Advisers is not affiliated with any participating guest and did not provide nor receive compensation related to the guest’s participation. All investments are subject to the risk of loss. Please see Altair Advisers’ Form ADV Part 2A and Form CRS at https://altairadvisers.com/disclosures/ for additional information about Altair Advisers’ business practices and conflicts identified.