Donor Advised Funds 101

1 Hour CFP®, CIMA®, CPWA®, RMA®

Donor Advised Funds 101

Earn free CFP CE credits while learning the importance of leveraging Donor-Advised Funds to help clients achieve their financial and philanthropic goals. Additionally, you'll understand the flexibility that DAFs can provide in terms of portfolio management and master how a DAF can empower clients' philanthropy.

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Free CE Course

Course Details

6 Lessons
1 Quizzes
50 Duration
1 CE Credit

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Who Is This For?

Financial advisors pursuing CFP®, CIMA®, CPWA®, or RMA® certifications who want to enhance their expertise in charitable giving strategies through Donor-Advised Funds.
Advisors aiming to integrate philanthropy into their clients' financial plans by mastering the benefits and applications of DAFs.
Professionals dedicated to providing comprehensive financial and philanthropic guidance to clients, ensuring optimal portfolio management and social impact.

What Will I Learn?

Recognize when a Donor-Advised Fund can be used beneficially and identify what to consider as an appropriate DAF host
Compare and contrast the benefits of various Donor Advised hosts
Explain how a Donor-Advised Fund can solve social problems

6x the median assets

A 2021 RIA benchmarking study found that financial advisory firms that offer charitable planning had 6x the median assets, 3x the median organic growth, and 1.3x the median new money per investor compared to those that do not offer charitable planning.

Source: Charitable Giving Study, BNY Mellon, March 2022

Course Curriculum

Introduction
DAF vs Foundation

Tax Benefits of a DAF

When to Use a DAF

DAF Host Considerations

DAV Contributions

Next-Leveling Investing

Continuing Education Quiz: This course qualifies for 1 hour of CFP, CIMA, CPWA, and RMA continuing education credit. To receive the credit, you must take the assessment and receive a grade of 70% or higher.

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