Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Donor-Advised Funds for Tax Efficiency
In this episode of The High Net Worth Podcast, Lucas and Luna explore how high-net-worth families use donor-advised funds (DAFs) to manage charitable giving while maximizing tax benefits. They break down the mechanics: contributing appreciated assets like stock or private equity to avoid capital gains tax, taking an immediate deduction up to 30% of adjusted gross income, then recommending grants over years. The hosts discuss a real-world example of a tech executive who funded a DAF with $2 million in concentrated Apple shares before an IPO, saving $400,000 in capital gains. They also cover…
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