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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
Innhold levert av CAF America. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CAF America eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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 episoder
MP3•Episoder hjem
Manage episode 286581092 series 1074501
Innhold levert av CAF America. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av CAF America eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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 episoder
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