{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Alt Investing Made Easy","title":"E74: Donor-Advised Funds Explained ","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/3dd90944\"></iframe>","width":"100%","height":180,"duration":2304,"description":"Philanthropy is often one of the largest capital allocations an investor will ever make—yet it’s rarely treated strategically. In this episode of Alt Investing Made Easy, we unpack how donor-advised funds (DAFs) function as tax-efficient, flexible vehicles for deploying philanthropic capital. From liquidity events and appreciated assets to impact investing and legacy planning, this conversation reframes charitable giving as part of a broader wealth architecture. If you’re actively allocating capital and thinking long-term, this episode will help you align financial strategy with intentional impact.\nMeet our Guest: Stephanie Sessa, Senior Donor Relations Officer at Austin Community Foundation\nStephanie Sessa is a Senior Donor Relations Officer at Austin Community Foundation, where she strengthens philanthropic partnerships and supports donors in creating meaningful community impact. With a background spanning strategic projects, development leadership, and nonprofit operations across KIPP Texas, Uncommon Schools, and ReadWorks, she brings a decade of experience in advancing mission-driven organizations linkedin.com. She is also a Chartered Advisor in Philanthropy®, blending technical expertise with a deep commitment to service and community building\nConnect with Stephanie on LinkedIn: https://www.linkedin.com/in/stephanie-sessa/\nTop Takeaways\n1. Separate the Tax Event from the Grant Decision\nA donor-advised fund allows investors to capture an immediate tax deduction in a high-income year while deploying charitable capital over time.\n2. Donate Appreciated Assets — Not Just Cash\nDAFs can accept publicly traded securities, real estate, closely held business interests, oil & gas rights, crypto, and other complex assets—potentially avoiding capital gains taxes while deducting fair market value.\n3. DAFs vs Private Foundations: Similar Function, Less Friction\nNo 990-PF filings. No mandatory 5% annual payout. No separate legal entity. For many investors, DAFs deliver...","thumbnail_url":"https://img.transistorcdn.com/LRmjFD7B2XE6nauuqtKVlHJ8laRnB1t6TlfmXm8-SIs/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xM2M0/ZWEzYjE3YTQxMjVj/M2E2MDg5MzM3MDY4/MjI4Zi5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}