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The Power of Giving: Charitable Giving & Donor Advised Funds

  • The Converse Team
  • Nov 18, 2024
  • 1 min read

Updated: Feb 8

In this recorded session, you'll gain a clear understanding of how Donor-Advised Funds (DAFs) work, including their advantages over traditional private foundations and the powerful 5-year carry-forward rule. We'll explore advanced strategies, such as using Roth conversions with DAFs, to help you maximize both your charitable impact and potential tax savings.


Whether you're new to charitable giving or looking to refine your strategy, this webinar offers practical insights that can enhance your approach to philanthropy.



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