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Charitable Strategies for Private Equity Professionals

Donor-advised funds (DAFs) are a powerful charitable planning tool for you and your clients.

In Charitable Strategies for Private Equity Professionals, we examine:

  • Considerations for private equity contributions like LP interest, portfolio company stock and more
  • The process of involved in converting private equity holdings to charitable capital
  • How a DAF offers tax efficiencies for contributions of appreciated long-term assets

 

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