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  • 1.  DAF against Pledge Payments

    Posted 04-23-2025 03:38 PM

    I'm reading a lot of conflicting information concerning DAF and Pledge Payments.  Have the regulations from the IRS changed and are now allowing DAF's to pay donor pledges directly?



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    Kimberly Burnett
    University of Alabama at Birmingham
    burnetkm@uab.edu
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  • 2.  RE: DAF against Pledge Payments

    Posted 04-23-2025 03:45 PM
      |   view attached
    No. The regulations have not changed. The IRS issued a Notice that permitted this in 2017, but only in some instances. But more importantly, most DAFs state in their acceptance language that regardless of what the IRS might allow, they do not allow it!

    I've attached my paper on the topic that includes a reference to the 2017 notice. I am including snippets from a recent presentation using Fidelity and Schwab as examples of what DAFs say on the subject below.

    image.png

    image.png

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Attachment(s)

    pdf
    2025 Who Can Make a Pledge.pdf   162 KB 1 version
    Original Message


  • 3.  RE: DAF against Pledge Payments

    Posted 04-24-2025 08:31 AM
    Kimberly, no change to the rules, but if you'd like to see the latest go-round over this issue here on the list, you can check it out here: https://aasp.connectedcommunity.org/discussion/liberal-daf-pledge-policy-anyone-relaxing-your-stance#bmfd65f846-504e-47aa-bae8-c4de0d65e101


    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:





    Original Message


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