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Retirement / Decumulation, Estate Planning

Should I Use A Donor Advised Fund (DAF) When 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 clients to optimize their tax planning as they streamline and fulfill their philanthropic goals. Many of your clients could benefit from the flexibility and simplicity of a DAF while supporting the causes most important to them.

To help guide your client conversations about strategic giving, we have created this flowchart. It covers key factors to consider regarding DAFs, including:

  • Charitable goals
  • Tax planning goals
  • Funding strategies
  • Basic mechanics of DAFs
  • Alternative charitable giving strategies

For a broader discussion, consider pairing this flowchart with our “What Issues Should I Consider When Establishing My Charitable Giving Strategy?” checklist.

Click here for a client-facing email template.

Related Guides
Can I Do A Qualified Charitable Distribution From My IRA?
Category: Working / Accumulation Phase, Retirement / Decumulation, Tax Planning, Estate Planning, Assets and Investment Planning, General

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