What On Earth is a DAF? | Ep 28
Update: 2025-07-29
Description
What's the purpose of a Donor Advised Fund (DAF)?
- another method of gifting appreciated stock
- a potentially simpler method, if many recipients are involved
- and it comes with a potential tax benefit
Now, tax benefits come with temptations to consumers... Making money comes with temptations to the DAFs...
At the very least, we should be mindful in our participation with this tool.
This episode is not investment, legal, or tax advice. The opinions stated here are my own and are not necessarily that of my firm.
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