Charitable Impact with Donor-Advised Funds in Estate Planning

ARTICLE | February 24, 2025

Authored by Vasquez + Company

As charitable giving grows in importance, donor-advised funds (DAFs) have become a popular vehicle for those who want to make a meaningful impact in both life and death. A DAF is a charitable tool that allows you to contribute cash or other assets, receive potential tax advantages when you fund it, and then recommend charitable grants over time. Through this article, we will explore the benefits, practicalities, and considerations of including a DAF in your estate plan.

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When properly coordinated with other estate planning instruments, a DAF offers a highly customizable way to achieve your personal and financial goals. Professional guidance is crucial for tailoring the fund’s structure and timing to avoid pitfalls, align with current tax rules, and reflect your desired legacy.

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