Tax-Smart Giving Through Donor-Advised Funds

Join us for this in-person event and learn why Donor Advised Funds (DAFs) continue to be one of the most flexible and tax-efficient tools for charitable giving. CPA David Doolin will share how DAFs can simplify giving across years, manage capital gains, and engage family members in philanthropy. Learn strategies to coordinate your giving with overall tax and financial planning for maximum impact.

Featuring:

David Doolin, CPA at PP&Co

Hilary Bryant, Community Foundation Donor Services Director

This and all Generosity Forum events will be held in-person at the Community Foundation, 7807 Soquel Drive, in Aptos.