Intentional Giving Through Donor-Advised Funds with Brian Howell

About this episode

Brian Howell discusses the advantages of donor-advised funds in long-term wealth planning and their impact on charitable giving.

Brian Howell , Director of Charitable Consulting at DAFgiving360 , unpacks how donor-advised funds can move charitable giving from a year-end tax decision to a more deliberate part of long-term wealth planning. He walks through the core advantages of DAFs, from contributing appreciated and complex assets to investing for tax-free growth and building succession plans that can simplify charitable legacy decisions over time. He also shares new DAFgiving360 research showing that DAF users tend to be more engaged, more recurring in their giving, and more connected to the causes they support. Howell makes the case that this creates a meaningful opening for advisors, not just in tax planning, but in helping clients tie philanthropy more closely to family legacy, major liquidity events, and broader financial strategy. If you’d like to learn more about working with DAFgiving360 and the benefits to both you and your clients, review their online resources or request more information . DAFgiving360 is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain…

People in this episode

Guest: Brian Howell

Topics covered

• donor-advised funds
• charitable giving
• wealth planning
• tax strategy
• philanthropy
• family legacy

Keywords

• donor-advised funds
• charitable giving
• wealth planning
• tax-free growth
• philanthropy
• family legacy
• financial strategy

Mentioned in this episode

Organizations: DAFgiving360, Donor Advised Charitable Giving, Inc., The Charles Schwab Corporation

More episodes of Power Your Advice

• AI Built for the Real Work of Client Management with Bassam Chaptini · June 5, 2026 · 19 min
• Capital Efficiency for Modern Portfolios with Andrew Okrongly · May 21, 2026 · 27 min
• Custom Indexing Meets Model Portfolios with Andy Rosenberger · May 18, 2026 · 29 min
• AI Is Coming for Wealth Management—Will Advisors Be Ready? with Karl Roessner · May 14, 2026 · 21 min
• Inside CAGE: Calamos’ New Autocallable Growth ETF with Matt Kaufman · April 20, 2026 · 15 min
• Beyond the Portfolio: The One-Stop Advisor with Danny Lohrfink · April 15, 2026 · 22 min