Managing Donor Expectations vs. IRS Compliance

In the latest issue of our newsletter, Alexander Haas Of Counsel John Taylor gives an in-depth report on giving through Family Foundations (FF) and Donor Advised Funds. Of particular interest, he notes there is the issue of who can legally make a pledge and who can legally pay it off.

Go here to read his white paper that spells it out, citing chapter and verse, so there will be no questions when you receive a donor’s gift that may come from an FF or DAF.