Charitable Giving

Wealth Management - Retirement Planning - NAPFA - CFP

Using Donor Advised Funds to Maximize the Value of Charitable Gifts of Appreciated Stock

Through a Donor Advised Fund (DAF), a donor can make a charitable contribution, get an upfront tax deduction, and then recommend what charities to support and when. Funds can be distributed immediately or over time. In addition to the upfront tax deduction, DAFs also offer an added tax advantage when a donor makes a gift…

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