Are you sure you're giving to charity in the best way? Watch this webinar to learn about the differences between Donor-Advised Funds (DAFs) and Private Foundations. 👉 Book a Call at https://www.cunninghamlegal.com/book-your-appointment/ for estate planning, tax planning, and charitable giving.
Discover how Donor Advised Funds let you give to charities with less hassle and more privacy, while Private Foundations give you complete control but require more work and responsibility. Each option has different costs, tax benefits, and levels of administrative work. Expert attorney Jim Cunningham and professionals from Ascent Wealth Management will help you understand how to balance tax savings with easy management to reach your charitable goals. Don't miss this chance to improve your giving strategy!
--Contents of this video-----------------
0:00 Intro on Donor Advised Funds
1:02 Donor Advised Funds vs Private Foundations
1:52 About the speaker
2:22 About Ascent Wealth Management
2:25 Disclaimer
2:48 Disclosure
3:13 Private Foundation
5:24 How does a Donor Advised Fund account work?
13:07 Statistics on Grants
13:46 Donor-advised fund accounts benefit both donors and charities
14:35 What kinds of appreciated assets make good charitable gifts?
15:16 Example
17:07 Invest account assets for potential tax-free growth
18:41 Is it easy to recommend a grant?
21:39 Sample grant letter
22:43 Benefits of DAFgiving360 Legacy Program
24:21 Help support the causes of your choice
25:13 non-cash assets
27:20 Private Foundation Definition
32:09 PF: additional IRS rules
33:26 Fiduciary responsibility
34:28: Private foundation vs DAF
46:04 Office locations
46:09 Contact info
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