Guided Path 7-4 Donor-Advised Funds

The Financial Call

Nov 27, 2023•31 min

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Episode description

Let’s discover how to maximize your impact on your favorite charities while enjoying tax benefits using donor-advised funds!

In this episode, Zacc Call and Laura Hadley discuss DAFs, their benefits, growth, and associated sponsors and fees. They emphasize the importance of separating tax decisions from the act of giving and the timing flexibility DAFs offer.

Listen as they share a case study of a physician who optimized his charitable giving through a DAF, highlighting the flexibility and simplicity of this fund.

Zacc and Laura discuss:

What a Donor-Advised Fund (DAF) is and how to implement it in your financial plan
A real-life success story that highlights avoiding a higher tax rate to save money
How DAFs can help you differentiate between the reasons why you want to give
The logistics of DAFs including their minimum contributions and various fees
The benefits of using a DAF as an IRA beneficiary
And more

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