Donor-advised fund

DAFs: A smart giving solution for 2024 tax benefits

Imagine offering your clients a solution that simplifies their year-end tax planning, enhances their charitable impact, and strengthens your role as their trusted advisor—that’s the… Read More »DAFs: A smart giving solution for 2024 tax benefits

Takeaways SITUATION: Craig, facing a substantial tax bill from selling his $95 million farm-to-table business with nearly zero cost basis, was determined to transform his… Read More »Using a DAF to donate business interest anonymously

Takeaways SITUATION: Mark and Sally, deeply troubled by the escalating climate crisis, felt frustrated and powerless when their commercial DAF provider couldn’t support their desire… Read More »Using a DAF for climate support: Turning concerns into action

Takeaways SITUATION: When financial advisor Benjamin James met with Winston and Lyla Washington for a semi-annual review, the couple expressed their passionate desire to involve… Read More »Using a DAF to create a legacy through collaboration

Takeaways SITUATION: Private foundation grant takes too long for donors who urgently need to get relief funds to a charity after a crisis. SOLUTION: Use… Read More »DAF vs private foundation: DAF quickly provides relief funds during crisis

Overview of the TCJA and its impending expiration Behold! The end is nigh for the Tax Cuts and Jobs Act! Over seven years ago, the… Read More »Strategic giving with donor-advised funds: Preparing for the end of the TCJA

Takeaways SITUATION: Cornelia Roosevelt was overwhelmed by the administrative burdens of their private foundation after her husband, Kenny, passed away. SOLUTION: Collapse the private foundation… Read More »Private foundation to DAF: How a widow decreased administrative burden and increased giving

When they started their staffing company, Scott and Kim Wedgeworth* hoped they might one day build it into something they could sell to supplement their… Read More »DAFs in business exit strategies: Tax efficiency and impact

When people put together estate plans, they’re typically looking to achieve a few simple objectives: They want to create clarity for the future, ensure their… Read More »Estate planning and DAFs: Creating assurances for the future

As the landscape of philanthropy continues to evolve, donor-advised funds (DAFs) have gained significant traction; they offer individuals a strategic and efficient way to contribute… Read More »Insights from donors and their advisors: Navigating philanthropy, financial advice, and regulatory changes