Donor Advised Funds Infographic

“Simple, efficient and cost effective way of managing charitable giving.”

The Donor Advised Funds infographic explores this Canadian charitable giving vehicle that allows individuals or families to make contributions to a fund and then recommend how those funds are distributed to qualified charities over time.The funds in a Donor Advised Fund have the potential to grow tax-free, over time making the amount of money available for granting to preferred charities even greater.

Advisors offering Donor Advised Funds infographic to Clients

Advisors can be strategic in offering a donor-advised funds infographic to their financial planning clients by highlighting how these funds can serve as a powerful tool for both charitable giving and tax optimization. This well-designed infographic clearly explains the benefits of DAFs, such as their ability to provide immediate tax deductions while allowing clients to distribute donations over time. By incorporating a DAF strategy into clients’ overall financial plans, advisors can help them achieve their philanthropic goals in a tax-efficient manner, while also diversifying their investment portfolios.

Providing an easy-to-understand visual resource allows clients to see the impact of their charitable contributions, making the strategy more tangible and approachable. Furthermore, advisors can tailor these discussions to the client’s values, ensuring that the DAF aligns with their broader financial and legacy goals.

Companion Calculators

A number of companion calculators are available in FreshPlan Financial Planning Software to offer what-if scenarios of the tax planning benefits of charitable giving. These calculators include:

• Charitable Donation
• Gifts in Kind, Shares & Other Property
• Donating Shares to a Charity
• Donate Some Shares, Sell Some

Giving is something that many Canadians feel provides a sense of fulfillment and making a difference by contributing to causes they care about. This FreshPlan infographic is a way to get clients thinking about how they want to pursue this.

Infographic Features

• Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
• Personalized for individual Advisors
• Current and timely for client communications
• One of many infographics included in FreshPlan software

Calculate. Educate. Plan.

Communicate complex concepts from all areas of financial planning with current, visual infographics.

FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.