Monthly Archives: August 2024

Donor Advised Funds (DAFs) present a unique opportunity for you, the financial advisor, to engage more deeply with your clients, particularly across generations. By facilitating meaningful conversations around family values and philanthropic goals, you add significant value to your clients as their trusted advisor while earning the loyalty of the next generation. Here’s how you [...]

As a trusted financial advisor, you are uniquely positioned to help clients successfully navigate the complexities of wealth management and inheritance planning. One tool that remains underutilized by many advisors is the Donor Advised Fund (DAF). Beyond its immediate tax advantages and philanthropic benefits, a DAF can be instrumental in helping clients prepare the next [...]