Grow Your Practice with Donor Advised Funds - that You Can Manage!

Are you concerned about –

• Finding simple, meaningful, tax-smart ways to add value to your client relationship?
• Accessing more of your client’s wealth in illiquid assets?
• Losing assets to the financial advisor of the heirs on the death of your client?
• Managing client assets that might otherwise be given away in taxes and/or distributed directly to charity?
• Are clients unhappy with the poor service, high fees, or lack of independence of existing DAF sponsor?
• Losing AUM when clients take RMDs and/or QCDs?

To address these concerns more and more financial advisors are turning to Donor Advised Funds (DAF) In just 3 decades, DAFs have become the most popular, fastest-growing form of planned charitable giving in America today outnumbering private foundations 11 to 1. DAFs are incredibly simple, but how they fit into what your clients want to accomplish is amazing. Often I hear clients say “Wow, I didn’t think I could do that!”

Here is want to look for in your client relationship:

• High-income tax and capital gains liability
• Sale of a business or investment in illiquid assets
• Desire to diversify taxable holdings
• Desire to create and pass on a family legacy
• Replacing or enhancing a private foundation
• Interest in taking a Roth Conversion
• RMDs or QCDs

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