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Help CenterDAF Myths and MisconceptionsThe Truth About DAFs and Tax Benefits

The Truth About DAFs and Tax Benefits

Last updated November 15, 2023

Introduction:

Tax benefits are a significant aspect of Donor Advised Funds, but there are misconceptions about how these benefits work. This article clarifies the tax implications of contributing to a DAF.

Key Points:

  • Immediate Tax Deduction: Elaborate on how donors receive an immediate tax deduction in the year they contribute to a DAF.
  • No Capital Gains Tax: Explain how donating appreciated assets to a DAF can avoid capital gains taxes.
  • Carry-Forward Tax Benefits: Discuss the option to carry forward unused charitable deductions for up to five years.

Conclusion:

Understanding the tax benefits of DAFs can be a motivating factor for donors, encouraging more strategic and impactful giving.

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