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

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: [email protected]: https://www.linkedin.com/in/markhalperncfptepmfap/Samples from Mark's Monthly Tax Letter:https://wealthinsurance.com/webdoc/TaxLetter-Seven-Defensive-Strategies.pdfhttps://wealthinsurance.com/webdoc/TaxLetter-Preserve-Your-Wealth.pdfhttps://wealthinsurance.com/webdoc/TaxLetter-Accidental-Philanthropy.pdfList of all Tax Letter Publications:https://docs.google.com/document/d/1hNhZ7CSeOr2NBNdwZXCs6nL5gsRZb1Eisht_D5JxfeY/editYatin's Links:[email protected]://www.linkedin.com/in/yatin-chadha-29074b109/Physician Financial Wellness Conference: https://www.physiciansficonference.com/

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