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Webinar
Legacy: Donor Advised Funds
Posted on August 8, 2025
Key Takeways
- Donor-Advised Funds (DAFs) offer a flexible, tax-efficient way to give charitably over time.
- A DAF allows you to donate assets now, receive an immediate tax deduction, and recommend grants later.
- DAFs are a powerful tool for families who want to build a philanthropic legacy that spans generations.
- Larson integrates DAFs into broader legacy and estate planning strategies for greater long-term impact.
Giving with purpose is a form of legacy. And Donor-Advised Funds (DAFs) offer a powerful, intentional way to support the causes you care about, while maximizing the financial benefits for you and your heirs.
In this 30-minute video, part of our Legacy Planning Series, we unpack the strategic benefits of using DAFs as part of a long-term estate and legacy plan. Whether you’re aiming to reduce tax burden, support charities consistently, or involve your children in giving decisions, DAFs offer unmatched flexibility and control.
At Larson Financial Group, we help families integrate giving vehicles like DAFs into their full financial picture—so your legacy reflects your values as well as your assets.
Connect Your Vision to a Plan
Your wealth is only part of the story. A true legacy weaves your principles and priorities into a strategy that endures. Whether you’re just starting or refining what you’ve built, Larson’s advisory team is here to help translate your family’s story into a lasting impact.
