Why This Matters

Many families dream of leaving a legacy, one that reflects their values and supports causes they care about long after they’re gone. But too often, the path to that legacy is unclear, overly complex, or cost-prohibitive.

That’s where we come in.

At Feliciano Financial Group, we help families design meaningful giving strategies that honor their values and make financial sense. For many, that means understanding the difference between Private Family Foundations and more accessible, tax-smart options like Donor Advised Funds (DAFs).

The Trust Gap in Legacy Giving

• Many assume a Private Family Foundation is the only path to meaningful, lasting philanthropy.
• Most aren’t aware of how the 1969 Tax Act made PFFs more costly and burdensome to maintain.
• Others don’t know that Donor Advised Funds can offer similar benefits without the red tape.

That’s the trust gap. We help families close it by making giving simple, strategic, and sustainable.

Pain Points We Help Alleviate

• Wanting to leave a philanthropic legacy but not knowing where to start
• Believing Private Foundations are out of reach (or too complicated)
• Being overwhelmed by the legal, administrative, and tax work
• Worrying your family won’t know how to continue your wishes
• Fear of losing control or visibility into how funds are used

The Better Path: Donor Advised Funds (DAF)

For many families, Donor Advised Funds become more than just a charitable tool, they become a platform for multi-generational impact and legacy-building.

DAFs provide an ideal structure to:

• Teach Financial Responsibility: Involve children and grandchildren in real decisions about giving, budgeting, and impact.
• Model Philanthropic Leadership: Use the fund to instill family values, purpose, and stewardship.
• Establish a Family Mission Statement: Align giving decisions around shared principles and long-term vision.
• Train the Next Generation: Use your DAF as a hands-on opportunity to teach how to lead, evaluate nonprofits, and make purpose-driven financial choices.

It’s a lasting way to not only preserve your legacy but to actively shape the next generation’s leadership in your family.

DAFs provide a powerful alternative to Private Family Foundations, without the costs, complexity, or compliance burden.

• Low Barrier to Entry: Create a named fund within a community foundation or public charity.
• Emotional Continuity: Retain the family name, story, and intent without the structure of a full foundation.
• Flexibility: Make grant recommendations, and involve your family in decisions, now and in the future.
• Simplicity: The foundation handles administration, tax filings, and compliance.
• Legacy: Successors can continue your vision for giving after you’re gone.

You gain the legacy, impact, and satisfaction without the weight of doing it alone.

Bottom Line: Why You Should Care

Because true legacy isn’t just about money, it’s about meaning. Because charitable giving shouldn’t feel complicated. Because your values deserve structure and support.

📞 Let’s design your family’s legacy plan, on your terms.

Schedule your discovery call at 903-533-8585.

Organize. Simplify. Clarify. Give with purpose.

This content is for informational purposes only and does not constitute legal or tax advice. Please consult with your legal or tax advisor for guidance specific to your situation.