Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Donor-Advised Funds for Tax-Efficient Giving
In episode 51 of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families leverage donor-advised funds (DAFs) to maximize charitable impact while minimizing taxes. Focusing on the 2026 landscape, they break down the mechanics of contributing appreciated assets like Berkshire Hathaway stock to a DAF, claiming a fair-market-value deduction without triggering capital gains. They discuss the strategic timing of donations in high-income years, the use of DAFs as family foundations without the administrative overhead, and the recent regulatory shifts introduced by the SECURE…
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