Donor-advised funds are an incredibly efficient vehicle available to individual investors and family offices who desire to make a long term philanthropic impact.
Jodi Rosen, chief development officer at Vanguard Charitable, joins WealthChannel’s Andy Hagans to discuss the amazing growth of donor-advised funds, and Vanguard Charitable’s first 25 years.
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Episode Highlights
- An overview of donor-advised funds, how they work, and their unique advantages to HNWIs.
- A comparison of private foundations vs. donor-advised funds, including why some Ultra High Net Worth family offices choose to use both vehicles in their philanthropic efforts.
- Jodi’s thoughts on why there is a “donor-advised fund for everyone,” and the range of account sizes at Vanguard Charitable.
- Some exciting milestones that Vanguard Charitable and its donors have recently achieved.
- How to set up a donor-advised fund at Vanguard Charitable, step-by-step.
Episode Resources
- The Value In Giving Podcast (VanguardCharitable.org)
- Tax Calculator (VanguardCharitable.org)
Today’s Guest: Jodi Rosen, Vanguard Charitable
About The Alternative Investment Podcast
The Alternative Investment Podcast is a leading voice in the alternatives industry, covering private equity, venture capital, and real estate. Host Andy Hagans interviews asset managers, family offices, and industry thought leaders, as they discuss the most effective strategies to grow generational wealth.
