Download: Giving Season financial professional playbook

Financial professionals can help clients plan year-end charitable giving by identifying appreciated assets, upcoming liquidity events, high-income years, equity compensation, and opportunities to bunch contributions. These five strategies show when to raise the conversation, what to evaluate, and how a donor-advised fund may provide additional flexibility.

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Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets.

DAFgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

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