For CPAs
Maximize both charitable giving and tax savings.
Donor-advised funds, or DAFs, simplify and organize charitable giving with full tax benefits.
When your client contributes to a fund, their donation qualifies for the maximum tax deduction allowed by law. And when your client chooses to grant from their DAF instead of writing a check, it saves you time on their tax return.
Plus, you will connect your clients with the most trusted leader in the philanthropic field, gaining access to the Greater Kansas City Community Foundation’s in-depth knowledge of charitable giving programs and tax strategies.
IRA Charitable Rollover
Qualified Charitable Distribution
Donor-advised funds are not eligible to receive qualified charitable distributions (QCDs) from an IRA, but the Community Foundation can set up a designated fund or a scholarship fund to receive the required minimum distribution and help your client avoid taxable income.
