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Kiplinger
Kiplinger
Business
Stephen Kump

3 Tax-Smart DAF Strategies Advisers Can Put to Work for Clients During Giving Season

DAF Kiplinger Philanthropy
A financial adviser shakes hands with an older couple in her office.

As Giving Season fast approaches, advisers are gearing up for familiar conversations around philanthropy, taxes and year-end planning.

Many now include donor-advised funds (DAFs), one of the most flexible and tax-efficient charitable planning tools. DAFs allow donors to contribute assets, secure an immediate deduction, invest contributions tax-free and recommend grants over time.

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