Vision Wealth Partners

Philanthropic Strategies: Donor Advised Funds


May 24, 2022


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by Jason Weszka, CPFA®, AIF®

Join us as we discuss one of the most overlooked corporate or personal philanthropic strategies — the Donor Advised Fund.

“Some of the benefits of the Donor Advised Fund are to create a family giving legacy, the potential for immediate income tax deduction on charitable contributions. You can organize your philanthropic goals. You can avoid capital gains taxes, and most importantly, it takes away some of the administrative burdens of running a philanthropic program.”

So what exactly is a donor advised fund and what assets can I contribute? Learn more by watching the video.



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