Donor-Advised Funds: Raising Capital & Strategic Giving in Venture

​For investors--LPs, venture capital fund managers, GPs, angel investors--Donor-Advised Funds (DAFs) can offer new opportunities to access investment capital while creating meaningful charitable giving and tax-planning benefits.

​Join Darin Tingey, CFP® at UI Charitable and June W Choi, Serval Venture's Managing Partner for a practical discussion on how venture funds can raise capital from DAFs, how GPs and LPs can turn carried interest and fund interests into charitable giving opportunities, and how to incorporate charitable strategies into a fund wind-down. We’ll also cover key year-end deadlines and tax-efficient giving strategies to consider before December 31.

​UI Charitable is a philanthropic advisory firm helping private market investors optimize taxes and amplify charitable giving through flexible Donor-Advised Funds (DAFs).