Maximizing the Benefits of Donor-Advised Funds
Donor-advised funds (DAFs) have grown tremendously over the past decade, and play a major role in funding a variety of charitable causes. Much of this rapid growth has been driven by the low cost, flexibility and other advantages of DAFs over private foundations and other giving vehicles. In this webcast from Trusts & Estates journal, experts from Fiduciary Trust Charitable and Fiduciary Trust Company discuss innovative ways to use donor-advised funds to advance charitable giving.
The topics discussed include:
When to use a donor-advised fund relative to a private foundation
How to convert a private foundation to a donor-advised fund
Strategies to maximize the tax benefits of using DAFs, including charitable deduction bunching
Innovative giving vehicles, such as the Fiduciary Flexible Endowment Fund™ and Fiduciary Restricted Donor-Advised Fund™
Engaging the next generation with charitable giving
You may find here a link to the presentation slides.
The panelists for this webcast are:
Katie Collins, VP, Philanthropic Services, Fiduciary Trust Company
Todd Eckler, President, Fiduciary Trust Charitable
Kelly Guarino, JD, VP, Trust Counsel, Fiduciary Trust Company
Published: November 9, 2022
The opinions expressed in this webinar are as of the date issued and subject to change at any time. Nothing contained herein is intended to constitute investment, legal, tax or accounting advice, and clients should discuss any proposed arrangement or transaction with their investment, legal or tax advisers.