Give more and reduce taxes with a Donor-Advised Fund

Our clients donate their wealth to charity and save massively on taxes.

Here’s when a 𝐃𝐨𝐧𝐨𝐫-𝐀𝐝𝐯𝐢𝐬𝐞𝐝 𝐅𝐮𝐧𝐝 (DAF) makes the most sense.

Problem 1: wealth trapped in employer stock. The fluctuations affect their sleep.

Problem 2: if they sell for large gains, they pay large tax.

Problem 3: if they sell, they wouldn’t know what to do with the cash!

If they were interested in donating to charity, this is when we use a DAF.

Note: If you have no interest in giving to charity, you should not use a Donor-advised fund.

Here’s how to do it, and what you get in return:

1. Open the DAF account

2. GIFT SHARES to the DAF. Pro tip: use the shares with Lowest Basis.

3. In the DAF, sell the shares and diversify.

4. Gift to charities directly from DAF

Here’s what you get:

• no capital gains tax (DAF is tax-sheltered)

• tax deduction (charitable deduction)

• gift to charities directly from the DAF

• instant diversification / reduce your exposure to your company’s stock

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