Donor Advised Funds (DAF)

Shawn Powell

Details

Who: Someone who intends to gift significantly over multiple years.

Why: Receive the equivalent of multiple years tax deduction in one year, and you decide when and how much to give over the course of your life.

How: Establish a DAF with a qualified custodian.


Considerations

Which level are you on?


Set your intentions. Build a plan. Leave a legacy.