Oppenheimer Circle Event | Donor-Advised Funds (DAFs) and Non-Traditional Assets | Exploratorium

David Sweet, Planned/Legacy Giving Officer at the Exploratorium, Jason Nossiter, Principal at Bernstein Private Wealth Management, and Marisa Swystun, VP Social Sector Specialist, discuss tax benefits and other advantages of using Donor-Advised Funds (DAFs).
If you have any questions about planned/legacy giving or DAFs as a result of watching this video, please feel free to contact David Sweet at the Exploratorium at [e-mail], or call him at 415-528-4483. You can also read more about planned/legacy giving by visiting our website at www.exploratorium.edu/support...