Friday, October 23, 2015
8:30 am-3:30 pm

The University Club
Washington, DC

This public conference brought together Congressional staffers, journalists and people on all sides of the Donor Advised Funds (DAF) issue to explore such topics as: What has been the effect of DAF’s on charitable giving? Should DAFs be subject to a payout rule, and if so, what should that rule be? And, should all sponsoring organizations of DAFs be treated the same?


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Friday, October 23rd
9:00 AM

Introductions to the Rise of Donor-Advised Funds: Should Congress Respond?

Ray D. Madoff, Boston College Law School

9:00 AM - 9:15 AM

9:15 AM

Building 21st Century Nonprofit Capital Markets: The Role That Donor-Advised Funds Could Play

Andrea Levere, Corporation for Enterprise Development

9:15 AM - 10:30 AM

Donor Advised Funds in Historical Perspective

Lila Corwin Berman, Temple University

9:15 AM - 10:30 AM

Warm Glow and Donor-Advised Funds: Insights from Behavioral Economics

James Andreoni, University of California, San Diego

9:15 AM - 10:30 AM

10:45 AM

Donor-Advised Funds: An Overview Using IRS Data

Paul Arnsberger, Internal Revenue Service

10:45 AM - 11:15 AM

1:00 PM

An Argument Against Congressional Response

Joanne Florino, Philanthropy Roundtable

1:00 PM - 2:15 PM

Congress Should Respond: A Payout for Some DAFs and New Rules for Noncash Contributions

Roger Colinvaux, The Catholic University of America Columbus School of Law

1:00 PM - 2:15 PM

Donor-Advised Funds and the Shifting Charitable Landscape: Why Congress Must Respond

Alan M. Cantor, Alan Cantor Consulting

1:00 PM - 2:15 PM

The Rise of Donor-Advised Funds: Why Congress Should Not Respond

Victoria B. Bjorklund, Simpson Thacher & Bartlett LLP

1:00 PM - 2:15 PM

2:15 PM

Donor-Advised Funds: The Case for Consistent Principles

Thomas W. Bridge, Fidelity Investments

2:15 PM - 3:30 PM

The Complementary Roles of Community Foundations and National Donor-Advised Funds

Howard Husock, Manhattan Institute

2:15 PM - 3:30 PM

The Special Standing of Community Foundations as Sponsors of Donor-Advised Funds

Alicia Philipp, Community Foundation for Greater Atlanta
Terry Mazany, The Chicago Community Trust

2:15 PM - 3:30 PM