Flexible by Design: Planned Giving Built on a DAF
November 18, 2025
How can a DAF make planned giving more flexible across borders?
Join us on Tuesday, November 18, 2025, at 12 PM UTC for a live conversation on how a Donor-Advised Fund (DAF) can make planned giving more adaptable and effective. A DAF isn’t just a single-purpose tool—it’s a flexible foundation that brings structure and clarity to complex giving strategies around the world.
In this session, we’ll explore how a DAF can align seamlessly with trusts, foundations, and direct giving, helping donors and advisors design plans that honor intent, comply with local laws, and create lasting impact. You’ll hear international examples, discover practical structures, and explore how planned giving through DAFs can make cross-border giving both effective and sustainable.
Key Takeaways
Understanding the Role of a DAF
Learn how a Donor-Advised Fund can serve as a practical framework for planned giving, supporting donors, advisors, and charities in managing gifts across different countries.
Flexibility in Structure
See how a DAF accommodates various types of assets—such as real estate, business interests, or intellectual property—and adapts to diverse giving goals and timelines.
Working Across Legal & Tax Environments
Explore how DAFs operate within different regulatory contexts and what to consider when giving internationally, from compliance to reporting requirements.
Real Examples and Open Discussion
Hear case studies from several countries and join a live Q&A to discuss how DAF principles apply to real-world giving scenarios.
Who Should Join the Webinar:
Donors and philanthropic families exploring cross-border giving
Family offices and wealth advisors supporting global clients
Nonprofit and foundation leaders managing international gifts
Legal, tax, and compliance professionals advising on charitable structures
Register for the Live Webinar
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