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Donor advised funds are a powerful tool for those looking to make their charitable giving more impactful and tax-efficient. 📬 Sign up for Kyle's weekly newsletter, The CFO Signal: https://www.atlaswa.com/get-the-signal

*This content is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.

In this video, we break down how donor advised funds work, including why they’re a great option for consolidating multiple years of donations into one, allowing you to take full advantage of the deduction rather than losing out to the high standard deduction. Whether you're giving $10,000 a year or considering a larger sum, like $100,000, we’ll explain how this strategy works to your benefit.

We also explore an advanced approach: funding your donor advised fund with appreciated assets instead of cash. By transferring investments that have grown significantly in value, you can avoid paying capital gains taxes while still receiving the full charitable deduction. This smart move allows you to save on taxes and maximize your contributions at the same time.

If you’re thinking about whether a donor advised fund is right for you, be sure to consult with your CPA or financial adviser. This video will give you a solid understanding of how these funds work and how they can fit into your overall tax and giving strategy.