Beyond Donor-Advised Funds: Exploring Tax-Efficient Giving and Philanthropic Strategies

Donor-advised funds (DAFs)are becoming increasingly popular among clients looking to strategically optimize the tax advantages of their charitable giving, but they are definitely not the only way. Whether your client is a tech-savvy millennial looking to use cryptocurrency for a cause or a retiree looking to leverage their IRA funds, you can ensure your client is equipped with the most appropriate – and beneficial – giving strategy, while helping them maximize the impact of their dollars. In this session, estate planning experts and nonprofit representatives will walk through several tax-smart giving vehicles and highlight innovative ways to partner with not-for-profits that go beyond traditional grants and donations, allowing clients to multiply the impact of their contributions. Attendees will walk away knowing how to help clients integrate philanthropy into a comprehensive financial plan, helping them maximize impact during their lifetime and create a legacy of change that lives on.

Learning Objectives:

1. Understand the various giving vehicles for their clients to give tax-smart cash and non-cash gifts, and the tax benefits of each
2. Understand different ways their clients can support organizations and causes, including giving approaches that allow for a personalized and/or lasting impact
3. Learn which approaches are best suited for clients of different ages, income, wealth, and liquidity profiles