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.
