A Flexible Way to Give Back: Donor Advised Fund
A Donor Advised Fund (DAF) offers a flexible way to manage your charitable contributions. By contributing cash, stocks, or real estate, you can support causes that matter most—on a timeline that works for you.
Here’s what you need to know about Donor Advised Funds:
- You can contribute now and decide later where to send grants.
- Assets in the fund grow tax-free.
- Avoid capital gains taxes on appreciated assets like stocks.
It’s also an opportunity to involve your family in conversations about giving and values, creating a meaningful legacy.
If you’ve had a strong income year, sold a business, or want to streamline your charitable giving, a Donor Advised Fund might be worth exploring.
Let’s talk about what this could mean for you and the causes you care about.
