Donor Advised Funds (DAFs) have become an increasingly popular and valuable planning vehicle over recent years. They can be very beneficial in many circumstances, allowing you to optimize tax planning as you fulfill your philanthropic goals and support the causes that matter most to you.

The flowchart below will help you think through your charitable goals, tax planning scenarios, funding strategies, and the basic mechanics of DAFs.

Should I Use a Donor Advised Fund When Giving To Charities?

While checklists and flowcharts can help you identify different opportunities, we are always available to meet with you to discuss your financial needs and goals, and to help identify what the best opportunities are for you.

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