Legacy Planning, Once Removed

Charitable Planning, Part 2: The Donor-Advised Fund


Listen Later

There are many ways for a client to incorporate charitable giving into planning, during life and upon death. That charitable giving can be a significant part of the client’s legacy, and it can result in tax advantages.

In a prior episode, Murphy discussed outright gifts and gift agreements. But some clients are not ready to decide which charities to benefit, nor when and how. For those clients, a donor-advised fund (DAF) might be a good option. In a DAF, the client transfers funds to a fund within a public charity, which might be part of a community foundation or financial institution.

A DAF can offer flexibility and simplicity for the donor. But there are some limitations to a DAF that donors should keep in mind as they consider which charitable vehicle to use. On this episode, McGuireWoods attorney Hunter Glenn discusses the advantages and limitations of this popular strategy.

...more
View all episodesView all episodes
Download on the App Store

Legacy Planning, Once RemovedBy McGuireWoods

  • 5
  • 5
  • 5
  • 5
  • 5

5

5 ratings


More shows like Legacy Planning, Once Removed

View all
The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,334 Listeners

Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,109 Listeners

The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

223,304 Listeners

The Daily by The New York Times

The Daily

112,729 Listeners

Up First from NPR by NPR

Up First from NPR

56,140 Listeners

ACTEC Trust & Estate Talk by The American College of Trust and Estate Counsel | ACTEC

ACTEC Trust & Estate Talk

67 Listeners

Estate Planning Strategies by Christopher Small

Estate Planning Strategies

47 Listeners

The Journal. by The Wall Street Journal & Gimlet

The Journal.

5,850 Listeners

Advisory Opinions by The Dispatch

Advisory Opinions

3,739 Listeners

Shawn Ryan Show by Shawn Ryan

Shawn Ryan Show

41,523 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,385 Listeners

The Rest Is History by Goalhanger

The Rest Is History

12,320 Listeners

The Tucker Carlson Show by Tucker Carlson Network

The Tucker Carlson Show

14,078 Listeners

The Good Whale by Serial Productions and the New York Times

The Good Whale

1,086 Listeners