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Tax Strategies Series: Donor-Advised Funds — Giving with Intention, Flexibility, and Impact
Retirement GPS - Navigated by Zynergy
16 minutes
4 days ago
Tax Strategies Series: Donor-Advised Funds — Giving with Intention, Flexibility, and Impact
Charitable giving can be more effective with the right structure.
In this episode, Ryan and Zane break down Donor-Advised Funds (DAFs) and how they allow families to take a tax deduction today while supporting charities over time.
They discuss when DAFs make sense, how “bunching” deductions works, and why donating appreciated investments can be more efficient than giving cash.
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