DAF Insights For Advisors

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-terms assets

 

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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.

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Access partner resources.

We've compiled a group of some of the most relevant articles and brochures to aid your conversations with clients about how they can manage their philanthropy, and how a DAF can help.

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