Many retirees want to give back—but aren’t sure how to do it in a way that’s financially savvy and tax-efficient. If you’ve ever wondered how to streamline your charitable giving, take advantage of smart tax strategies, or leave a lasting legacy without the administrative burden, we have the perfect guest to help with those important decisions.

Today, Matthew Peck is joined by Kyle Casserino, VP of Charitable Planning at Fidelity Investments. With years of experience in philanthropic financial strategies, Kyle walks us through the fast-growing world of Donor-Advised Funds (DAFs) and how they can help individuals make a greater impact while minimizing taxes. From understanding the history and purpose of DAFs to exploring real-life scenarios where they make the most sense, Kyle explains why this tool is increasingly popular among charitably inclined investors.

In this conversation, you’ll learn how Donor-Advised Funds compare to private foundations, how to give appreciated assets like stocks instead of cash, and why these accounts are especially valuable for high-income earners, business owners, and those with large tax events. Whether you’re already giving or planning to give in the future, you’ll walk away with actionable strategies to make your charitable dollars go further.

In this podcast interview, you’ll learn:

• Why Donor-Advised Funds are a flexible, low-maintenance alternative to private foundations.
• How giving appreciated stock can help you avoid capital gains taxes.
• The advantages of funding a DAF in high-income years to "pre-pay" future giving.
• Why Donor-Advised Funds can help simplify record-keeping and tax filing.
• How DAFs support legacy planning, including multi-generational giving.
• The biggest differentiators of foundations versus Donor-Advised Funds
• Why timing, tax brackets, and estate size matter when planning charitable gifts.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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