Wealth Management & Philanthropy

By GiveWise

Discover how donor-advised funds (DAFs) can help financial advisors incorporate strategic charitable giving into their clients’ overall wealth plans. 

In this course, Mike Todd and Dan Kyte, Co-founder of GiveWise, present Donor-Advised Funds: The Present and Future of Charitable Giving, exploring the practical benefits of DAFs, including tax-efficient giving through appreciated securities and other assets, simplified tax receipting, and the flexibility to distribute charitable funds over time.

Advisors will learn how DAFs can help clients organize their charitable giving, invest donated assets for potential growth, and achieve their philanthropic goals while offering greater simplicity and privacy than establishing a private foundation.