Donor Advised Funds: A Simple, Useful Tool for Tax Planning and Charitable Giving

In Stonecrop Wealth Advisors’ latest webinar, we discuss a very useful financial planning tool called Donor Advised Funds. Not only are these funds simple to use, but they are very effective tools in your overall plan. And they do not cost a lot of money to get started.

During this webinar, we answer the following questions:

  • What is a Donor Advised Fund?
  • Who can benefit from a Donor Advised Fund?
  • How are Donor Advised Funds taxed?
  • Can you avoid capital gains tax with a Donor Advised Fund?
  • What kind of assets can you donate?
  • What kind of charities can you help benefit?
  • How are investments inside your Donor Advised Fund managed?
  • When do you have to ultimately take the funds from your Donor Advised Fund and designate them to your ultimate charity?

Reach out to cqueen@stonecropadvisors.com or (610) 628-0035 with any questions.

Access Recording

Complete the form below to access this special presentation by Cassandra Queen and Jake Tometich.

About the Presenters:

Jake Tometich serves as Director of Investment Education at The Signatry, an organization that acts as a donor advisor sponsor. He serves The Signatry by deepening relationships with financial advisors, such as Stonecrop Wealth Advisors, through investment education and providing other value-added services. Jake holds his FINRA Series 65 License as well as a Harvard Business School Certificate in Alternative Investments. Over the course of the last 15 years, Jake has held numerous roles in the investment management industry, as well as co-founding his own 501(c)(3) with his wife, Brooke.

Cassandra Queen is Stonecrop Wealth Advisor’s Financial Planning Director with 13 years in the financial industry with the last four focused on financial planning. She has been working with Doug MacGray for ten years serving families and institutions. She is currently studying for the Certified Financial Planner designation with The American College.

Prior to joining Stonecrop, she was an associate financial advisor with Compass Ion Advisors. Cassandra passed FINRA Series 65 in 2018. Prior to that, Cassandra was the direct assistant to the President of a Complete Investment Management. She began her career at Morgan Stanley as an intern, where she obtained her FINRA Series 7 and 63 licenses through their training program.

Cassandra obtained her B.S. in Business Administration and Finance with a minor in Education from La Salle University.

Get MacGray Matter

Our weekly email, MacGray Matter, sheds light and offers perspective on many financially-relevant topics. Complete the form and we’ll include you on the next publishing!

Advisory services offered through Stonecrop Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training.

To see a copy of our SEC form CRS, Customer Relationship Summary, please click here. To see our Form ADV, including our Part 2 Disclosure Brochure, please click here. To see a copy of our Privacy Policy, please click here.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

© Copyright 2021 Stonecrop Wealth Advisors. All Rights Reserved