4 Comments

simple. Foundations must donate 5% of their assets annually. Change the tax code to increase that percentage to 7% or 10%.

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Aha, here's the issue. Unlike private foundations, DAFs are not required to meet annual distribution requirements. None.

The report makes several outstanding policy recommendations, including implementing a minimum distribution requirement like you mention, deferring the donor's tax deduction until the DAF assets are distributed to a qualified charity (which I think is genius), and barring private foundations from donating their required distribution into a DAF (yes, this is a thing).

Thanks for commenting, George.

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DAFs should not be permitted to distribute to other commercial DAFs. To me that's the clearest example of tax-dodging.

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Couldn't agree more.

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