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Donor-advised funds (DAFs) are an increasingly popular philanthropic vehicle that offer flexibility in giving. This educational session will introduce DAFs, explore when they would be an appropriate charitable strategy, and address proposed changes to the legal landscape that may impact them.
Learning Objectives
Upon successful completion of this learning activity, you will confidently be able to:
- Understand what a donor-advised fund is, how it works and a financial advisor’s role in connection with a DAF.
- Learn to identify when a donor-advised fund is an appropriate charitable strategy (and when it is not).
- Gain an understanding of how potential legislative proposals may impact donor-advised funds.
Presenters
Bonus Content
Bridge the gap between complexity and clarity when meeting with your clients.
Download the “What Issues Should I Consider When Establishing my Charitable Giving Strategy?”” guide from fpPathfinder.
CFP® CE Credit
This content is eligible for one hour of CFP® continuing education (CE) credit.
If you hold the CFP® mark and would like to receive CFP Board CE credit for this content, please ensure your CFP® ID number is entered here.
The College’s Professional Recertification Program (PRP)
This content is eligible for one hour of PRP continuing education credit.
To begin, click on the button below. As you move through the content, make sure to mark each page complete by clicking on the appropriate button, and then click Next Lesson at the bottom of each page. Once you complete the entire activity, the progress bar will show 100%.
Exploring Donor-Advised Funds as a Charitable Giving Vehicle
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