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Articles by DAFgiving360™
- Practice Growth
Questions for Financial Advisors To Ask Clients About Taxes and Charitable Giving
Talking about charitable giving is one of the most effective ways financial advisors can connect clients' values with tax-smart financial planning.
- Practice Growth
Intentional Giving Through Donor-Advised Funds with Brian Howell
Brian Howell of DAFgiving360 breaks down how donor-advised funds fit into long-term giving, family legacy, and advisor-led planning.
- Practice Growth
Donor-Advised Funds and the Future of Giving with Julie Sunwoo
DAFgiving360’s Julie Sunwoo highlights how donor-advised funds are expanding access and reshaping modern charitable giving.
- Practice Growth
Charitable Giving Strategy in a New Tax Era with Fred Kaynor
Fred Kaynor of DAFgiving360 discusses how charitable giving strategy shifts under the new 2026 tax rules.
- Podcasts
Why Donor-Advised Funds Belong in Every Advisor’s Toolkit with Julia Reed
Julia Reed explains how donor-advised funds (DAFs) offer tax-smart, flexible solutions.
- Practice Growth
10 Ways To Help Clients Give More to Charity and Reduce Taxes
Integrating charitable planning into 2025 financial and tax planning #advisors #taxes #charity