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The Donor-Advised Fund Advantage - Sandra M. Holbrook.pdf

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Description & Overview

You want to give more, but you don’t want the IRS to be your biggest “charity.” The Donor-Advised Fund Advantage answers the question generous people keep asking: How do I donate in a way that’s both meaningful and tax-smart? If you’re a high earner, a stock-market builder, a business owner, or a family that gives every year but suspects you’re leaving money on the table, this book is for you.
You’ll learn how a donor-advised fund works like a personal giving account: contribute once, take the deduction now, and grant over time. You’ll see why donating appreciated stock can beat writing a check, how “bunching” can help you clear the standard deduction hurdle, and how to avoid capital gains while amplifying what charities actually receive. You’ll also get practical guidance on choosing a DAF sponsor, handling deadlines, and turning a one-time gift into a long-term plan.
What makes this book different is its real-life, step-by-step approach: fewer buzzwords, more “do this next.” It blends clear explanations, relatable examples, and simple routines you can use every year to give with confidence, grow your impact, and build a legacy.
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