Donor Advised Fund for Giving to Public Charities
In the charitable giving realm, donor advised funds (“DAFs”) have become increasingly popular and valuable planning vehicles. They offer several advantages, allowing families to optimize their tax planning as they streamline and fulfill their philanthropic goals. Your family could benefit from the flexibility and simplicity of a DAF while supporting the causes that matter most to you.
To help guide your family conversations about strategic giving, we’ve’ created this Donor Advised Fund Flowchart and checklist. It covers key factors to consider regarding DAFs, including:
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Charitable goals
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Tax planning goals
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Funding strategies
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Basic mechanics of DAFs
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Alternative charitable giving strategies
For a broader discussion, consider pairing this checklist with our “What Issues Should I Consider When Establishing My Charitable Giving Strategy?” checklist.