Using Donor-Advised Funds as Part of a Legacy Plan

For families who prioritize generosity, charitable giving is often woven into both lifetime decisions and long-term legacy intentions. Donor-advised funds (DAF) in legacy planning offer one structured approach to integrating philanthropy with broader retirement and estate strategies. Rather than viewing charitable gifts as isolated transactions, this approach allows giving to be coordinated within a comprehensive financial framework. Retirement frequently prompts deeper reflection on values and impact. As income sources shift and estate considerations become more defined, families may look for ways to organize charitable intentions more intentionally. Donor-advised funds in legacy planning can provide a vehicle for doing so […]