Leveraging donor-advised funds for exit planning success
Exit planning requires early conversations to maximize the financial and philanthropic benefits of a business transition. Yet, strategic philanthropy remains an underutilized lever in traditional exit strategies.
Join Vanguard Charitable executives Mark Froehlich and Jodi Rosen at the 2026 Exit Planning Summit on April 19-21 in Nashville Tennessee for "The Third Lever in Exit Planning: Using Philanthropy as a Strategic Asset." Attendees will discover how integrating a donor-advised fund before a liquidity event can unlock hidden value, manage risks, and optimize tax outcomes that traditional strategies alone cannot achieve.
We look forward to seeing you there!
Meet Vanguard Charitable's exit planning experts
Mark Froehlich
Jodi Rosen
Colleen Cashman
As Vanguard Charitable’s Senior Manager, Colleen focuses on driving growth, strengthening risk management, and expanding capabilities that help donors achieve meaningful philanthropic impact. Colleen is an alumna of the Mason Gross School of the Arts at Rutgers University and holds the Chartered Advisor in Philanthropy® designation from the American College of Financial Services, where she also serves on the alumni council.
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Our DAF at a glance
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Download Investments ListDAFs vs. private foundations
What's right for your clients? Quickly review the pros and cons of these popular giving vehicles.
Download ComparisonHow can you strengthen exit planning with Vanguard Charitable?
Reduce a client’s tax burden
As a tax-free, philanthropic environment, a donor-advised fund could be the right place for directing assets from a last will and testament. Reduce the tax burden for heirs with planned giving and establish a charitable legacy.
Simplify complex asset donations
Managing complex asset donations for the sake of charity is much easier with Vanguard Charitable. Contributions can go directly to a charitable account, and we help every step of the way.
Purposeful planning with an expert
Purposeful planning connects a client’s exit plan to their values and long-term vision, shaping giving strategies that reflect intention, impact, and an enduring legacy.
Multi-vehicle approaches
Exit planning often requires more than one solution. A donor-advised fund can work alongside other giving vehicles to address complexity, tax-efficiency, and clients' evolving goals.