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Donor Advised Funds: Compelling Talking Points for Fundraisers

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The giving vehicle used more and more often by major gift donors is the donor-advised fund (DAF). AAFCPAs Wealth Management advises our nonprofit clients to become familiar and able to articulate the various types and uses of DAFs. AAFCPAs’ Wealth Advisor Jonathan Bloom outlines the key points pertinent to DAFs becoming more mainstream since the Tax Cuts & Jobs Act as a preferred method by which donors will manage their charitable giving, and he outlines compelling talking points fundraisers may use to educate, inform, and get your donors excited about utilizing this tool to ensure tax deductions for their charitable giving.

These audio sessions were recorded live at AAFCPAs’ April 25th, 2019 Annual Nonprofit Educational Seminar. Slides may be downloaded by clicking here. >>

Watch the Full Video of this 7:30 Session

 

About the Author

Jonathan Bloom
Jonathan is an experienced and passionate Investment Advisor and Financial Planner with a commitment to independent client-centric advice.  He has proven success earning trust advising nonprofits & foundations, high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes: estate, tax, retirement, insurance, college and cash flow planning. Jonathan appreciates that clients place trust in our team, and that each client is unique. In response, he works diligently to understand each client’s individual needs, life circumstances, priorities, and goals and then sets clear financial objectives and a plan to achieve them.