Donor-Advised Funds: A Tax-Savvy Way to Rebalance Your Portfolio

Long-term investors who embrace charitable giving can easily save on capital gains taxes by donating shares when it’s time to get their portfolio back in balance.

A businessman uses his finger to balance coins on one end of a small seesaw.
(Image credit: Getty Images)

Rebalancing your portfolio regularly is one of the basic fundamentals of sound long-term investing. The good news for long-term investors is that if you regularly give to charity, there is a tax-efficient way to rebalance your portfolio — the donor-advised fund.

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Adam Nash
Co-Founder and CEO,

Adam Nash is the co-founder & CEO of, the Donor-Advised Fund for You™, an innovative, fast-growing platform for charitable giving. With no minimum to get started, industry-low fees and ground-breaking technology, Daffy brings the donor-advised fund back to its original goal of helping people be more generous, more often. Adam has served as an executive, angel investor and adviser to some of the most successful technology companies to come out of Silicon Valley. He is currently on the Board of Directors for Acorns, the country’s fastest-growing financial wellness system, and Shift Technologies.