How to Give More, Save More, and Leave a Legacy with Donor Advised Funds

Plan the Retirement You Want Podcast with Melissa Moss, CFP®

Episode Overview

In this episode, we explore how Donor Advised Funds (DAFs) can help you create a meaningful charitable legacy while optimizing your tax strategy. Through real-world examples and practical advice, learn how DAFs can benefit both your family and your favorite causes.

Key Takeaways

1. DAFs provide immediate tax deductions while allowing flexible giving over time

2. You can contribute appreciated assets to avoid capital gains taxes

3. Minimum starting amounts can be as low as $5,000

4. DAFs can be powerful tools for both tax planning and family legacy building

Connect with Melissa

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Email: melissa@melissamoss.co
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Disclaimer

Melissa Moss is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.