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Secure Your Legacy:
How Donor Advised Funds Can Be Used in Estate Planning
March 04, 2021
</div> </div><div class="et_pb_module et_pb_text et_pb_text_0 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><p>Join Ted Hart, President & CEO of CAF America, as he chats with our Senior Vice President of External Affairs, Jessie Krafft, about establishing Donor Advised Funds (DAFs) for legacy planning.</p> <p>Often, the legacy planning process involves laying out how donors will bequeath assets to charities after their death. This podcast will share how donors can establish a Legacy Donor Advised Fund (DAF) to secure their charitable legacy—a legacy that is not limited to only USA charitable organizations, but can support a favorite charity virtually anywhere in the world.</p> <p>Legacy planning represents the continuation of donors’ values through the transfer of wealth and assets toward charitable causes. Depending on the size of the estate, these plans can be very simple or very complex, and a Legacy DAF can provide multi-generational support for a donor’s philanthropic legacy.</p> <p>In this podcast, we will share the step-by-step approach for donors and their financial/legal advisers to use in the creation of a Legacy DAF. We will share details that should be considered in this process and important questions donors should ask before establishing a Legacy DAF.</p></div> </div> </div> </div> </div><div class="et_pb_section et_pb_section_1 et_section_regular" > <div class="et_pb_row et_pb_row_2"> <div class="et_pb_column et_pb_column_4_4 et_pb_column_1 et_pb_css_mix_blend_mode_passthrough et-last-child"> <div class="et_pb_module et_pb_text et_pb_text_1 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><h2 style="text-align: center;">Listen to the Latest Episodes of the Caring and Funding Podcast</h2> <p> </p> <p>The Caring and Funding Podcast powered by CAF America celebrates philanthropy, donors, and charities working together around the globe making our world a better place for everyone. You can listen to each episode wherever you get your podcasts including <a href="https://open.spotify.com/show/1IovPiqNRLooz9EHSFmZqh" target="_blank" rel="noopener">Spotify</a>, <a href="https://music.amazon.com/podcasts/26d3a805-4124-4ea5-bde0-cfee0241bdb4/caring-and-funding-podcast-powered-by-caf-america" target="_blank" rel="noopener">Amazon</a>, <a href="https://www.iheart.com/podcast/256-caring-and-funding-podcast-30975211/" target="_blank" rel="noopener">iHeart Radio</a>, <a href="https://podcasts.google.com/feed/aHR0cHM6Ly93d3cuYmxvZ3RhbGtyYWRpby5jb20vY2FmYW1lcmljYS9wb2RjYXN0" target="_blank" rel="noopener">Google Podcasts</a>, and more.</p></div> </div><div class="et_pb_module et_pb_text et_pb_text_2 et_pb_text_align_left et_pb_bg_layout_light"> <div class="et_pb_text_inner"><p><style type='text/css' media='all'>#rt-tpg-container-470938012 .rt-holder .rt-woo-info .price{color:#0367bf;}body .rt-tpg-container .rt-tpg-isotope-buttons .selected, #rt-tpg-container-470938012 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.rt-post-box-media-style .post-meta-user a, #rt-tpg-container-470938012 .layout1 .post-meta-user i, #rt-tpg-container-470938012 .rt-detail .post-meta-category a, #rt-tpg-container-470938012 .layout1 .post-meta-user a #rt-tpg-container-470938012 .layout1 .post-meta-user a {color:#858585;font-size:14px;}</style><div class='rt-container-fluid rt-tpg-container tpg-shortcode-main-wrapper ' id='rt-tpg-container-470938012' data-layout='layout1' data-grid-style='even' data-desktop-col='3' data-tab-col='2' data-mobile-col='1' data-sc-id='28807'><div data-title='Loading ...' class='rt-row rt-content-loader layout1 tpg-even '><div class="rt-col-md-4 rt-col-sm-6 rt-col-xs-12 even-grid-item rt-grid-item" data-id="28624"><div class="rt-holder"><div class="rt-img-holder"><a data-id="28624" class="" href="https://cafamerica.org/podcasts/lessons-learned-in-haiti-why-donor-support-is-essential-to-long-term-recovery-after-disasters/"><img decoding="async" width="1200" height="600" src="https://cafamerica.org/wp-content/uploads/Group-of-people-surveying-destruction-from-hurricane-Hope-for-Haiti.png" class="rt-img-responsive " alt="Group of people surveying destruction from hurricane - Hope for Haiti" /></a></div><div class='rt-detail'><div class="cat-above-title "><span class='categories-links'><a class="podcasts" href="https://cafamerica.org/podcasts/" rel="tag">Podcasts</a></span></div><h3 class="entry-title"><a data-id="28624" class="" href="https://cafamerica.org/podcasts/lessons-learned-in-haiti-why-donor-support-is-essential-to-long-term-recovery-after-disasters/">Lessons Learned in Haiti: <em>Why Donor Support Is Essential to Long-term Recovery After Disasters</em></a></h3><div class='post-meta-user '><span class='date'><i class='far fa-calendar-alt '></i>May 2, 2023</span></div></div></div></div><div class="rt-col-md-4 rt-col-sm-6 rt-col-xs-12 even-grid-item rt-grid-item" data-id="28815"><div class="rt-holder"><div class="rt-img-holder"><a data-id="28815" class="" href="https://cafamerica.org/podcasts/new-ofac-general-licenses-for-humanitarian-relief-what-grantmakers-need-to-know/"><img decoding="async" width="1200" height="600" src="https://cafamerica.org/wp-content/uploads/Refugee-camps-from-above-OFAC-podcast.png" class="rt-img-responsive " alt="Refugee camps from above - OFAC podcast" /></a></div><div class='rt-detail'><div class="cat-above-title "><span class='categories-links'><a class="podcasts" href="https://cafamerica.org/podcasts/" rel="tag">Podcasts</a></span></div><h3 class="entry-title"><a data-id="28815" class="" href="https://cafamerica.org/podcasts/new-ofac-general-licenses-for-humanitarian-relief-what-grantmakers-need-to-know/">New OFAC General Licenses for Humanitarian Relief: <em>What Grantmakers Need to Know</em></a></h3><div class='post-meta-user '><span class='date'><i class='far fa-calendar-alt '></i>February 7, 2023</span></div></div></div></div><div class="rt-col-md-4 rt-col-sm-6 rt-col-xs-12 even-grid-item rt-grid-item" data-id="28828"><div class="rt-holder"><div class="rt-img-holder"><a data-id="28828" class="" href="https://cafamerica.org/podcasts/ukraine-podcast/"><img decoding="async" width="1200" height="600" src="https://cafamerica.org/wp-content/uploads/Ted-Hart-with-members-of-PCPM-Ukrainian-podcast.png" class="rt-img-responsive " alt="Ted Hart with members of PCPM - Ukrainian podcast" /></a></div><div class='rt-detail'><div class="cat-above-title "><span class='categories-links'><a class="podcasts" href="https://cafamerica.org/podcasts/" rel="tag">Podcasts</a></span></div><h3 class="entry-title"><a data-id="28828" class="" href="https://cafamerica.org/podcasts/ukraine-podcast/">Humanitarian Crisis for Ukrainians: <em>What to Expect This Winter</em></a></h3><div class='post-meta-user '><span class='date'><i class='far fa-calendar-alt '></i>December 21, 2022</span></div></div></div></div></div></div></p></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> 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