Navigating Donor Advised Funds in Estate Planning

Considering how much of a client’s financial resources may be committed to their charitable interests, there is an important role for estate professionals to understand and assist clients. Donor advised funds (DAFs) are one example of a charitable vehicle that is often assumed to be “one-size fits all” and rather monochromatic. 

In fact, DAFs vary widely, and important elements like who is able to make decisions about how much and to what organizations sometimes come as a surprise both to clients and their survivors. 

This video features experts providing an insider’s look into DAFs and how to review and assess their attributes. It offers valuable insights, opportunities to learn from industry professionals, and practical guidance to enhance your knowledge on this important topic.