How to Make a Family Donor-Advised Fund Work for You

Join Lawson Bader, President and CEO of DonorsTrust and Donors Capital Fund, James Piereson, President of the William E. Simon Foundation, and Family Business Magazine’s Publishing Director David Shaw for the hows and whys of integrating a donor-advised fund into your family’s philanthropic plan.

How to Make a Family Donor-Advised Fund Work for You

  2 p.m. ET/11 a.m. PT

60 minutes

Whether your philanthropy is done as a family, as an individual, or as part of your business, you’ll find that a donor-advised fund can be a useful, flexible, and tax-friendly way of simplifying your giving. So how do you pick the right donor-advised fund for your family? All donor-advised fund providers offer a set of basic options. Certain types of providers, however, may be a better partner in creating and preserving the charitable legacy you want.


This webinar will focus on:

  • What a donor-advised fund offers for efficient tax planning and charitable giving, particularly as a complement to, or replacement for, a family foundation
  • What factors to consider when choosing a donor-advised fund for your family
  • How a donor-advised fund can partner with you to ensure your values and principles get carried out through your philanthropy instead of being diverted over time


Lawson Bader, DonorsTrust president and CEO; James Piereson, president of the William E Simon Foundation; and moderator, David Shaw, Family Business Magazine Publishing Director will discuss the ins and outs of donor-advised funds and how to choose the one that matches your family’s values and desired legacy. The webinar will be presented in an interactive format with time for audience questions.


All registrants will receive a copy of the presentation and a resource on how to choose the right donor-advised fund for you.



Lawson Bader

President and CEO, DonorsTrust and Donors Capital Fund

Lawson R. Bader is president and CEO of DonorsTrust and Donors Capital Fund, public charities protecting the intent of donors who value limited government, free enterprise, and personal responsibility. Through their donor-advised fund, DonorsTrust and Donors Capital Fund have granted over $1 billion to liberty-minded groups in academia, public policy, the arts, civics, medical and scientific research, religion, and education. In addition to his foundation work, Lawson has more than 20 years of experience leading free-market research and advocacy groups, including the Competitive Enterprise Institute and the Mercatus Center at George Mason University. Prior to joining the “liberty movement” he held numerous positions at SRI International, the U.S. Senate Committee on Veterans Affairs, and Pierson, Semmes & Finley. He is a former weekly columnist with Human Events, and holds undergraduate and graduate degrees from Wheaton College (IL) and The Johns Hopkins University. He currently serves on the boards of the Atlas Network, State Policy Network, Oakseed Ministries International, and Solers, Inc. 

James Piereson

President, William E. Simon Foundation

James Piereson is president of the William E. Simon Foundation, a private grantmaking foundation located in New York City. The foundation has broad charitable interests in education, religion, and problems of youth. Jim is also a senior fellow at The Manhattan Institute in New York where he is director of the Center for the American University. Jim was executive director and trustee of the John M. Olin Foundation from 1985 until the end of 2005 when, following longstanding plans, the foundation disbursed its remaining assets and closed its doors. Jim is the author of several book including Camelot and the Cultural Revolution: How the Assassination of John F. Kennedy Shattered American Liberalism (Encounter Books, 2007). He serves on the boards of several other tax exempt institutions, including: The Pinkerton Foundation, the TWS Foundation, the Center for Individual Rights, The Philanthropy Roundtable, the Foundation for Cultural Review, and Donors Trust. Jim earned a B.A. degree (1968) and a Ph.D. degree (1973) in Political Science from Michigan State University. He lives in Sleepy Hollow, NY, with his wife, Patricia, and son.


David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Family Business and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites. Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multigenerational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Ann Fitzgerald


Ann Fitzgerald is president of A.C. Fitzgerald & Associates. She has more than two decades of experience in sales, management, fundraising, publishing and marketing. Her expertise in analyzing nonprofit performance and creating tailored solutions has allowed her nonprofit clients to achieve their missions, raise more money and maximize personnel resources. Prior to starting the firm, Ann was director of development for The Heritage Foundation, where she helped increase contributions income by twenty percent by establishing integrated programs for direct marketing, major gifts, and planned giving. Ann regularly writes and speaks on fundraising topics, including donor relations, grant writing, systems management and prospect research.
Ann is a graduate of The Catholic University of America and earned a master’s degree in philanthropic studies from Indiana University. She started her career at BNA Software, now part of Bloomberg BNA, holding both sales and marketing positions. She serves on the alumni board of Indiana University’s Lilly Family School of Philanthropy. Ann and her husband live in Alexandria, Virginia.


  • 60 minutes -- maximum value for time
  • Completely FREE to attend 
  • Opportunity for questions and feedback
  • Unbiased third-party family business education 
  • All participants receive a copy of the webinar materials after the event



Donor's Trust