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 checklist. It covers key factors to consider regarding DAFs, including:
For a broader discussion, consider pairing this checklist with our “What Issues Should I Consider When Establishing My Charitable Giving Strategy?” checklist.
Updated for 10/15/2021