Donor-advised funds (DAFs) are a powerful charitable planning tool for you and your clients.
In Charitable Strategies for Private Equity Professionals, we examine:
- Considerations for private equity contributions like LP interest, portfolio company stock and more
- The process of involved in converting private equity holdings to charitable capital
- How a DAF offers tax efficiencies for contributions of appreciated long-term assets
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Click below to download this DAF Insights for Advisors fact sheet.