Money & Meaning: Unlocking Donor Advised Funds
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Money & Meaning: Unlocking Donor Advised Funds
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Donor Advised Funds: The Basics and More
Charitable giving becomes truly powerful when strategy meets generosity. Tax Director Lisa Behan from MP CPAs joins us to unpack the often-overlooked financial tool that's changing how smart philanthropists approach their giving: Donor Advised Funds (DAFs).
The conversation dives deep into strategic approaches that can dramatically increase the power of your giving. Lisa shares brilliant tactics like "bunching" multiple years of charitable contributions into high-income years, contributing appreciated assets to avoid capital gains tax, and navigating the post-2018 tax landscape where standard deductions have changed the game for many givers. Whether you're facing a windfall year from a business sale or simply want your regular charitable giving to have a greater impact, these strategies could save you thousands while increasing what reaches your favorite causes.
Ready to transform your giving from reactive checkbook charity to strategic philanthropy? This episode provides the roadmap you've been looking for.
To learn more about MP CPAs visit:
https://thempgroupcpa.com/
MP CPAs
413-739-1800