Julie Sunwoo, President of DAFgiving360, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss how advisors can differentiate their practice by offering donor-advised funds and advice on charitable giving.
DAFgiving360 is a national donor-advised fund that rebranded last year to raise awareness for DAFs. They’re an independent 501(c)(3) public charity with a mission to increase charitable giving in the U.S. Over 4,700 advisors work with DAFgiving360 to allow their clients to grow assets until they are ready to donate grants to charitable organizations. Last year, DAFgiving360 clients donated over $9 billion to over 150,000 charities across the US.
Donor-advised funds (DAFs) are a simply designed way to facilitate charitable giving. Investors can donate cash or appreciated assets and receive a tax deduction for the value of those assets at the time of the contribution. Assets can continue to grow in the DAF until the donor distributes the assets to charity.
Sunwoo notes that the power of DAFs is in the investment choice, where investors and their advisors have the flexibility to allocate to simple mutual fund or ETF portfolios or to build highly complex portfolios. RIAs can differentiate their practice by giving advice and support on charitable giving. 80% of the assets at DAFgiving360 are tied to RIAs.
WEBCAST – Navigating Charitable Giving in the New Tax Policy Environment
The passage of the One Big Beautiful Bill Act (OBBBA) has implications for how you and your clients may want to approach charitable planning for 2025 and beyond. As you look ahead to 2026 and future years, it’s also important to be aware of new tax policy developments that could impact charitable giving. This advisor webcast on GivingTuesday will help you stay ahead of the curve to effectively guide your clients’ charitable giving in the new tax landscape.
Join Julia Reed from DAFgiving360™ and tax policy expert Jorge Castro for an in-depth webcast on what the recent federal tax legislation and the broader policy outlook mean for charitable giving and tax planning. Whether your clients give regularly or make large one-time gifts, understanding the new rules will help you maximize their philanthropic impact and potentially reduce their tax burden – now and down the road.
Topics include:
- A summary of the new tax provisions from the One Big Beautiful Bill Act and how it could impact donors
- The legislative and regulatory outlook for the nonprofit sector, including donor-advised funds (DAFs)
- Why advisors should incorporate philanthropic planning into their wealth management practice
- Ways DAFs and other giving vehicles fit into your clients’ overall investment strategy
- Tax-smart charitable giving moves to consider and related resources to navigate the new tax environment
Register now to ensure you’re prepared to guide your clients’ charitable giving and make the most of the current tax regulations before year-end.
Accepted for 1 CFP® / IWI / CFA CE Credit
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