With a record-breaking $124 trillion in wealth projected to transfer over the next few decades, charitable giving is poised to play a pivotal role in financial planning. As donors increasingly seek tax-smart solutions to maximize their impact, strategies like donor-advised funds (DAFs) and gifting non-cash assets are transforming how philanthropy integrates with financial planning. For financial advisors, understanding these tools isn’t just beneficial - it’s essential for deepening client relationships and growing their practice.
This podcast provides a comprehensive guide to incorporating charitable planning into your advisory offering. Featuring insights from Courtney Tsai at DAFgiving360TM, you’ll gain a practical understanding of how donor-advised funds and non-cash asset contributions can unlock significant tax benefits for your clients while amplifying their philanthropic impact.
By listening to this episode, you will:
Don’t miss this opportunity to elevate your advisory practice and empower your clients to make meaningful, tax-efficient contributions to the causes they care about. Tune in now to unlock the potential of tax-smart giving with donor-advised funds and non-cash asset strategies!
Disclosure:
A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation.
DAFgiving360TM does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.
Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets.
Contributions of certain real estate, private equity, or other illiquid assets may be accepted via a charitable intermediary, with proceeds transferred to a donor-advised fund (DAF) account upon liquidation. Call DAFgiving360 for more information at 800-746-6216.
DAFgiving360 is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1) (A)(vi) of the Internal Revenue Code.
©2025 Donor Advised Charitable Giving, Inc. All rights reserved. (XXXX-XXXX)
Take your advisory practice to the next level with insights on tax-smart charitable giving strategies.
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