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Blueprints Blog

Gift planning insights to build a plan for your future

The Gift Planning Blueprints blog offers planning insights, charitable giving news and stories of inspiration to help you plan for your future.

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Did you know? A donor advised fund (DAF) can be a useful and tax-efficient tool for supporting charities you care about in the near term and can often be incorporated into your longer-term philanthropic plans. Most sponsors will allow you to designate which charities will receive the remaining balance of your DAF subsequent to your […]


The rules that govern donor advised funds (DAFs) have always been a topic of conversation among lawmakers, and there have been many proposed changes over the years. The most recent effort is the Accelerating Charitable Efforts (ACE) Act introduced in June 2021 by Senators Grassley (R-IA) and King (I-ME). The stated purpose of the ACE Act […]


Have you heard of donor advised funds but aren’t sure how they work? In this post, we’ll answer the top 4 questions we receive about donor advised funds to help you understand how this charitable giving strategy might work for you. What is a donor advised fund? Simply put, a donor advised fund (DAF) is […]


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