Whiteboard Series: Episode 10 – Donor Advised Funds

There’s been a lot of discussion this year on the new tax law and its impact on charitable contributions going forward. The reason for this conversation is that the new tax law dramatically changes how taxpayers will be taking deductions on their tax returns – to the point that most Americans will NOT be itemizing deductions but rather taking the standard deduction. This develop severely limits the tax incentive to give to charities and has caused some concern about a decrease in charitable giving. Donor Advised Funds are unique investment vehicles that allow taxpayers to do tax planning around their charitable contributions but also control how and when this money is ultimately given to charities.


The Whiteboard Series is a continuous exploration and discussion across a wide range of personal finance topics. Through a series of drawings, interviews and explanations, we hope to educate and simplify important financial planning principles.