Financial Planning With Donor-Advised Funds

Donor-advised funds (DAFs) are a powerful vehicle for philanthropic planning, and with the proper implementation, they can be one of the most impactful tools an advisor can leverage to help clients plan their philanthropic giving.

Join industry experts Erinn Andrews, Jon Bergdoll, Benjamin F. Cummings, PhD, CFP®, H. Daniel Heist, PhD, and Russell N. James, III, JD, PhD, CFP®, as they break down the opportunities and challenges of DAF planning, tax, estate, and investment-related considerations in philanthropic planning, how advisors can contextualize client goals, and more in this informative and insightful discussion.