Planned gift practitioners are recognized for their ability to guide donors through nuanced, values-laden decisions—yet many of us have been comparatively quiet about what our newest mainstream tool, the donor-advised fund (DAF), is doing to the practice itself.
This lecture uses DAFs as a case study to examine not only their operational advantages, but their ethical effects: how intermediation can fragment responsibility across donors, advisors, sponsoring institutions, and time; how “donor-centered” practice shifts when giving becomes account-based; and how incentives and metrics can narrow philanthropic imagination.
The session is intentionally inquiry-driven rather than pro/anti-DAF, equipping experienced planners to name the tensions they already encounter and to engage them with professional clarity.
By the end of this session, participants will be able to:
-
Identify the distinct ways DAFs can reshape responsibility, power, and ethical meaning in planned giving—separate from questions of individual intent or “good” use.
-
Surface and analyze recurring professional tensions (donor-centered vs community-centered practice; gifts vs accounts; efficiency vs accountability) in donor and advisor conversations.
-
Apply an ethical vocabulary and set of discussion prompts to reduce “strategic silence” and strengthen decision-making, communication, and institutional alignment around DAF-related gifts.