Coffee Talk: Donor Advised Funds (DAFs)

If you are planning on giving to charity, why a DAF may be your best choice

With so much upheaval in 2020, we have been inspired to see many of our clients either giving to charity for the first time, or increasing their usual giving amount. The recent return to stock market highs presents some creative opportunities for those looking to give to a charity this year.

 In our latest Coffee Talk, Brian, Meg and Kurt show how a DAF can be a savvy tax-planning tool and can create positive advantages for many who are charitably inclined – through lowering overall portfolio risk, savings on capital gains taxes, and the optimization of charitable deductions on your tax returns.



Submit a Comment

Your email address will not be published. Required fields are marked *

Share this post
Painted Porch