Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Donor-Advised Funds for Tax Efficiency
In this episode of The High Net Worth Podcast, Lucas and Luna explore the strategic use of Donor-Advised Funds, or DAFs, by ultra-wealthy families for tax-efficient charitable giving. They break down how a DAF works—from contributing appreciated assets to claiming a deduction in a high-income year—and discuss the 2026 regulatory environment, including proposed rules from the IRS on DAF payout requirements. Using the example of a family contributing $5 million in appreciated stock to a DAF, they illustrate potential tax savings of over $1 million in capital gains taxes alone. The conversation…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.