Donor-advised funds are remarkably flexible and versatile. Learn how many of our clients – whether or not they consider themselves to be philanthropic – are employing DAFs to minimize their income tax burden, reduce family conflict, structure their charitable giving for greater impact, diversify assets while avoiding capital gains tax, teach their children positive values and financial literacy and make managing their foundations less stressful. What impact might pending policy changes have on this increasingly popular planning tool? Whittier Trust’s Pegine Grayson (SVP/Philanthropic Advisor) will be joined by GHJ Advisors’ Rajpal Gibson (Senior Tax Manager and High Net Worth Practice Leader) for this interactive discussion.
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