PO
Preservation of Donor-Advised Fund Autonomy
Policy·ngo·AI Enriched
Relationships:1
Events:0
Library:3
Confidence:
48%
Key Facts
Type
Policy
Sector
ngo
Industry
Not specified
Status
Draft
Country
United States
Also Known As
No alternate names
Tags
advocacyphilanthropy policylobbying
Overall Confidence
48%
Internal Notes
No notes
Key Information
Positions
No positions added
Policy Type
Not specified
Implementing Body
Not specified
Effective Date
Not specified
Expiration Date
No expiration
Status
Not specified
Related Legislation
No related legislation
About
Informal policy stance against mandatory distribution requirements for donor-advised funds (DAFs) in U.S. tax law, advocating for the autonomy of DAF sponsors to manage funds without government-imposed payout minimums.
Key Relationships
Fidelity Charitable Gift Fund
lobbied_for
Fidelity Charitable, through industry coalitions, has lobbied for policies preserving donor control and flexibility in DAFs, opposing proposals like 5% annual payout mandates in congressional tax reform discussions since the 2010s.
Since 2010