Preparing for Giving Season? Help clients lock in tax savings now by funding a DAF before year-end – and deciding on charities later.

Webinar: Opening a DAF in a Volatile Market

Watch our donor-advised fund expert, Kyle Christopherson, to learn more about why charitable giving through a DAF can offer desired security both now and in the future. We take a deep dive into six distinct reasons why you should encourage your clients to open and participate in a donor-advised fund, even in a volatile market.  

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Is a donor-advised fund the right choice for your client?​

Get the answers to the most frequently asked questions about donor-advised funds in our free eBook — 12 Questions to Ask Before Setting Up a Donor-Advised Fund.