So Linda, can you give us an example of someone who used a donor advice fund recently?

I'm actually working with a client right now who sold a piece of real estate last year, who's very philanthropic, but because of the large gift that they were making, didn't want to give everything at once and also didn't know what causes they wanted to support.

So with working with their advisors, we determined that a cash gift from their company was the solution for them.

They put a certain amount of money into their fund at the JCF in order to obtain their immediate tax receipt for tax purposes.

And we're meeting with the family, including the children, to talk about their family's goals for philanthropy.

What values do they hold near? Yes.

What causes do they want to support? What does philanthropy look like? What does successful philanthropy look like to them as a whole? And having those conversations, especially by bringing their children into the mix, is something that we feel particularly honored to do.

Which leads me to our next section is what happens when the donor passes away? How are things set up?