A Simple, Tax-Smart Account for Charitable Giving
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 21 November 2025
⏱️ 26 minutes
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Summary
With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to do good, but the tax rules around philanthropy have always been an added sweetener.
To break it all down, we're joined by Fred Kaynor from DAFgiving360. The mission of DAFgiving360 is to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.
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Transcript
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| 0:00.0 | Welcome to the Jill on Money Show. |
| 0:05.8 | It's Friday, November 21st, and we are here trying to help you make better financial decisions |
| 0:12.8 | and sometimes take advantage of big changes that are about to happen in the tax code. |
| 0:19.6 | Yes, I know you believe that it's all happening next year, |
| 0:22.7 | but the fact that things are changing next year makes this year a very important year for many |
| 0:28.9 | of you, specifically the folks who are looking at donor advised funds. So that is our focus today. These are not just for rich people. They're for |
| 0:40.5 | anybody who is charitably inclined. You don't need a ton of money to start them. But what you do |
| 0:46.3 | need is to understand how they work and how they can work for you. And for that, we've got a special |
| 0:52.4 | guest. His name is Fred Kainer. He's a managing director at |
| 0:55.9 | DAF, DAF, DAF, DAF giving 360. And he joins us today to do a deep dive on the donor-advised |
| 1:05.6 | fun. So here is our interview with Fred Kainer. Fred Kainer, welcome to the program to talk about one of my |
| 1:14.0 | absolute favorite topics, the donor advised fund. I mean, we could talk about a lot of things. I just |
| 1:20.7 | want to say, gang, Fred's got a great resume. I could talk to, like literally I read through it. I'm |
| 1:25.0 | like, oh, I could talk to this guy for three hours. This is fine. Mark says, no, keep it tight. Fred, welcome to the program. I'm so happy to be talking to you about this topic. Thank you, Jill. It's a pleasure to be here. Thanks for having me. Can you first start the little bit of the background of a donor advised fund, how they came to be, and explain to folks who are not |
| 1:47.6 | familiar with them, who don't listen to us maybe every single time we talk about this, even though |
| 1:52.9 | I love talking about them. What is a donor advised fund? We were established in 1999 under the premise |
| 2:00.2 | that, you know, in an effort to support clients |
| 2:03.3 | with their savings and investments goals, it became more and more clear that charitable giving |
| 2:08.8 | and philanthropy was almost as much a priority for them, even at that point, as their broader |
| 2:13.5 | approach to wealth planning, savings, investments, and so forth. And so we established |
| 2:18.7 | death giving 360 as a donor advised fund on behalf of our clients and the advisors who support it. |
| 2:24.7 | And in its simplest terms, a donor advice fund is really an account for charitable giving, |
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