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

 

Resources:

 

• Guided Path 7-1 Charitable Giving: Donating Cash vs. Stocks
• Guided Path 7-2 Timing Your Charitable Giving 
• Guided Path 7-3 Qualified Charitable Distributions

 

Connect with Capita Financial Network:

 

• [email protected]
• [email protected]
• (801) 566-5058
• Capita Financial Network
• LinkedIn: Zaccary Call 
• LinkedIn: Laura Hadley
• LinkedIn: Capita Financial Network
• Facebook: Capita Financial Network