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For advisors guiding business-owner clients through an exit, DAFs check every box. In BNY Wealth’s 2025 report, DAFs are cited as go-to solutions for business-owner clients because they’re: • Easy to establish • Private and low-friction • Flexible for future giving It’s the post-sale freedom clients want, with none of the admin they don’t. If you’re helping clients plan an exit, DAFs should be on the table. Read "Mastering the Sale: 2025 Insights for Private Business Owners": https://lnkd.in/eAuV2DiG #DAFs #PhilanthropyPlanning #AdvisorTools #BusinessExit #CharitableStrategy #WealthAdvisors

Helping a client choose between a DAF and a private foundation? This short video highlights the key differences, such as control, deductibility, and administrative burden. Watch it, then explore more resources for advisors: https://lnkd.in/g-xNnjzb #FinancialAdvisors #Philanthropy #DonorAdvisedFunds #PrivateFoundations #LegacyPlanning

Big news for RIAs this month. The RIA Philanthropy Playbook is here. It's your go-to guide for leading charitable conversations with confidence. Also in this edition: - Tax law changes just expanded your charitable planning opportunities. - Learn how to use DAFs to manage concentrated stock like a pro. - And don’t miss the latest on-demand QuickHit: how a DAF + CRT can fuel income and reduce taxes. All that in this month’s newsletter.

What makes #DonorAdvisedFunds such a smart choice? They’re fast to set up, low cost, and flexible across asset types. This quick video breaks down why many advisors lead with #DAFs in their planned giving conversations. Explore more: https://bit.ly/3MJhZIM #DonorAdvisedFunds #Philanthropy #CharitableGiving #FinancialAdvisors #LegacyPlanning #WealthManagement

Missed it live? You can still catch our latest 15-minute QuickHit. Jeff Christie and Craig Buchanan break down how to pair a charitable remainder trust (CRT) with a donor-advised fund (DAF) to help clients: ‣ Reduce capital gains ‣ Retain income ‣ Keep their giving goals on track Watch on demand ➡️ https://bit.ly/4jKkR6g

When selling a business, achieving the right price is crucial, but equally important are considerations of purpose, charitable giving, and tax strategy post-sale. #DonorAdvisedFunds (#DAFs) and #CharitableRemainderTrusts (#CRTs) offer compelling ways to mitigate taxes and enhance your client's legacy. Read more insights in "Mastering the Sale: 2025 Insights for Private Business Owners" from BNY Wealth: https://bit.ly/44AzJ2X #Philanthropy #BusinessSale #WealthPlanning

#DonorAdvisedFunds and private foundations each serve a purpose in charitable planning. This short video outlines their key differences and how, in some cases, they can work together to support your client’s philanthropic goals. Learn more: https://lnkd.in/g-xNnjzb

DAFs don't just plan for the future. They act in the now. In response to the Central Texas Flash Flood, many of our donors have already supported relief efforts using their Renaissance Charitable Foundation Inc. #DonorAdvisedFunds. Here are the top organizations supported by #DAFs for relief efforts: • Samaritan's Purse • Community Foundation of the Texas Hill Country • American Red Cross • Convoy of Hope • Austin Disaster Relief Network (ADRN) Learn how DAFs get funds toward relief efforts fast: https://bit.ly/3FuF7Y2 #Philanthropy #FinancialAdvisors #CharitableGiving

Your clients will thank you for this strategy! Join us tomorrow for a QuickHit on using a charitable remainder trust (CRT) with a donor-advised fund (DAF) to turn a business exit or stock sale into: • Tax savings • Steady income • Long-term impact Just 15 minutes! Built for busy advisors like you. Reserve your seat: https://lnkd.in/eGN3bENu

The devastation in Central Texas is heartbreaking. If your clients are asking how they can help, donor-advised funds with Renaissance Charitable can be a fast, effective way to respond. This article explains how DAFs can support urgent relief and long-term recovery efforts: https://bit.ly/3FuF7Y2 #philanthropy #DAFs #disasterrelief