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Secure Your Legacy: How Donor Advised Funds Can Be Used in Estate Planning
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Manage episode 286581092 series 1074501
Content provided by CAF America. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CAF America or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Join Ted Hart, President & CEO of CAF America, as he chats with our Senior Vice President of External Affairs, Jessie Krafft, about establishing Donor Advised Funds (DAFs) for legacy planning. Often, the legacy planning process involves laying out how donors will bequeath assets to charities after their death. This podcast will share how donors can establish a Legacy Donor Advised Fund (DAF) to secure their charitable legacy—a legacy that is not limited to only USA charitable organizations, but can support a favorite charity virtually anywhere in the world. Legacy planning represents the continuation of donors’ values through the transfer of wealth and assets toward charitable causes. Depending on the size of the estate, these plans can be very simple or very complex, and a Legacy DAF can provide multi-generational support for a donor’s philanthropic legacy. In this podcast, we will share the step-by-step approach for donors and their financial/legal advisers to use in the creation of a Legacy DAF. We will share details that should be considered in this process and important questions donors should ask before establishing a Legacy DAF.
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69 episodes
MP3•Episode home
Manage episode 286581092 series 1074501
Content provided by CAF America. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CAF America or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Join Ted Hart, President & CEO of CAF America, as he chats with our Senior Vice President of External Affairs, Jessie Krafft, about establishing Donor Advised Funds (DAFs) for legacy planning. Often, the legacy planning process involves laying out how donors will bequeath assets to charities after their death. This podcast will share how donors can establish a Legacy Donor Advised Fund (DAF) to secure their charitable legacy—a legacy that is not limited to only USA charitable organizations, but can support a favorite charity virtually anywhere in the world. Legacy planning represents the continuation of donors’ values through the transfer of wealth and assets toward charitable causes. Depending on the size of the estate, these plans can be very simple or very complex, and a Legacy DAF can provide multi-generational support for a donor’s philanthropic legacy. In this podcast, we will share the step-by-step approach for donors and their financial/legal advisers to use in the creation of a Legacy DAF. We will share details that should be considered in this process and important questions donors should ask before establishing a Legacy DAF.
…
continue reading
69 episodes
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