If you give to charity every year, this is a strategy worth understanding.
In this webinar, Bob Gavlak and Shaun Carney explain donor-advised funds in plain English and walk through how they may help families create more flexibility, improve tax efficiency, and support the causes they care about over time.
They cover how donor-advised funds work, why they can be useful even for families giving a few thousand dollars a year, and how they may fit into larger financial planning strategies like Roth conversions, estate planning, and gifting appreciated investments.
Topics covered in this webinar:
– Donor-advised fund basics
– Immediate tax deductions and how they work
– Bunching multiple years of giving into one tax year
– Giving during high-income years
– Donating appreciated securities
– Simplifying annual tax reporting
– Family legacy and charitable planning
– Important rules and limitations to know
Whether you already give regularly or are looking for better ways to be intentional with your charitable impact, this webinar provides a helpful overview of the opportunities donor-advised funds can create.
#DonorAdvisedFunds #CharitablePlanning #TaxStrategy #WealthManagement #BalanceWealth
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This material is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Information and data contained herein is as-of the date of publication, and may be subject to change in the future without notice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained herein should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on this material.