Donor advised funds for charitable giving

Charitable giving is all about feeling like you’re making a difference in the world. Donor advised funds (DAF) are a beautiful, tax-efficient way to do that.

If clients are giving $2,000 a year or more of cash in charitable donations and have appreciated long-term gain securities, they might be a very good candidate for a DAF.

I was asked to share my experience in this area with 4,400 clients and 1,500 financial advisors, in the publication “The State of Giving” and in a blog post for Raymond James Charitable.

About Laura

Laura Kuntz is a Senior Wealth Manager at Laurel Wealth Planning, a full-service, fee-only firm based in Minneapolis, Minnesota. A sounding board and voice of reason, the firm guards clients’ financial interests and goals at all times, freeing them to live the lives they want. Many of Laura’s clients are women navigating significant life transitions such as changes in marital status or retirement, and her ability to demystify complex financial concepts empowers clients to make informed decisions with confidence. Laura’s approach is client-centered, focusing on integrating all aspects of a client’s financial life to add meaning and value.
Laura Kuntz

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