Contributing Private Assets to a DAF

For most UHNW clients, the most valuable contribution to a DAF is the low-basis, highly appreciated illiquid asset they have held for years. Here is how to move it efficiently.

Pre-Liquidity Charitable Planning

Once a sale closes and proceeds convert to cash, the chance to contribute appreciated private stock at fair market value and avoid capital gains is gone. The window does not reopen.

Year-End Tax Planning with a DAF

Year-end is when most advisors have the DAF conversation, but that is the minimum version. Here is how to run it well post-OBBBA and evolve it into a year-round strategy.

Multigenerational Giving

Seventy percent of heirs choose a new advisor after inheriting wealth. Philanthropic planning is one of the most effective ways to change that dynamic.

The Case for Opening a DAF Early

The best charitable planning requires time. Clients who plan ahead consistently end up with better outcomes than those who act reactively at year-end.

Private Stock for Founders

Illiquid company stock may not be liquid today, but it represents a meaningful tax savings opportunity and a powerful tool for philanthropy.

Real Estate Donations to a DAF

Real estate is among the most tax-advantaged assets a client can contribute to a DAF, and among the most underused. For the right property, the tax savings can reach seven figures.

DAF vs. Private Foundation

The administrative burden has grown, the regulatory environment has tightened, and the investment flexibility that was once the foundation’s biggest advantage is now available in a DAF.