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
Complete this form to download the latest fact sheet in NPT’s DAF Insights for Advisors series or continue scrolling to discover additional resources:
Interested in learning more? Keep scrolling to find links to other DAF Insights and relevant resources. If you have any questions—or if you want to explore one of these strategies for your clients’ philanthropy—reach out to us any time.
NOTE: By providing your personal contact information for this download, you consent to receive marketing material from NPT. You may unsubscribe from marketing messages at any time.