Tax Efficient Philanthropy Part 2 - Donor Advised Funds & Private Foundations with Mark Halpern

beyond MD with Dr. Yatin Chadha

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12M ago 44:34

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This episode provides a deep dive into donor advised funds, a lesser known philanthropic strategy. I'm happy to have Mark Halpern, CEO of WealthInsurance.com back on the pod.
Discussion points:
- what is a donor advised fund/DAF (5:23)
- what can flow into a DAF? (8:23)
- transferring appreciated corporate securities to a DAF (11:50)
- rules around tax deductions on (DAF) contributions (15:32)
- others contributing to your DAF (17:10)
- DAF contribution rules (18:39)
- setting up a DAF (22:30)
- investments inside a DAF (23:20)
- DAF investment management fees (25:10)
- Slecting charities, money flowing out from a DAF (27:43)
- any DAF cons? DAF vs Private Foundations (30:43)
- more on private foundations (33:45)
- charitable gift annuities (35:42)
Mark's Links:
website: https://wealthinsurance.com/
email: mark@wealthinsurance.com
LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
Samples from Mark's Monthly Tax Letter:
https://wealthinsurance.com/webdoc/TaxLetter-Seven-Defensive-Strategies.pdf
https://wealthinsurance.com/webdoc/TaxLetter-Preserve-Your-Wealth.pdf
https://wealthinsurance.com/webdoc/TaxLetter-Accidental-Philanthropy.pdf
List of all Tax Letter Publications:
https://docs.google.com/document/d/1hNhZ7CSeOr2NBNdwZXCs6nL5gsRZb1Eisht_D5JxfeY/edit
Yatin's Links:
beyondmdpodcast@gmail.com
https://www.linkedin.com/in/yatin-chadha-29074b109/
Physician Financial Wellness Conference: https://www.physiciansficonference.com/

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