Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.

Learn more about how taking the emotion out of investing can lead to more opportunities and how partnering with a trusted advisor can make all the difference.

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.