Available for Interviews: Lauren Moone
Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.
What Lauren Moone can say in an interview:
Donor Advised Funds (DAFs) have become the preeminent vehicle for high net worth individuals interested in long-term distribution of their assets to charity. Here are the reasons DAFs are so popular with this demographic.
3 Reasons DAF could work for
High Net Worth Individuals
1–DAFs are the preferred philanthropic vehicle for today’s high net worth individuals and families because they can minimize taxes, accept a wide variety of assets, and reduce administrative friction.
2–One of the largest benefits of a Donor Advised Fund is the ability to offload your appreciated assets without paying capital gains taxes. DAFs will accept a variety of assets including IPO stock, restricted stock, real estate, cryptocurrency, investments held for more than one year or simply cash. Distributions from most DAFs occur over many years but you are able to take an immediate deduction, on the full amount contributed, in the same year. This allows for a unique tax-saving opportunity for individuals who experience windfalls, the sale of a business, or other extraordinary income events.
3–DAFs have grown in recent years to the point that large firms who administer the funds now have specific departments that deal with them. Passing on the administrative duties to these firms seriously reduces the paperwork load on the donor.
If you’d like more details on a DAF, consult with your financial advisor and tax advisor who can review your existing charitable giving strategy and determine your eligibility for a DAF.
Interview: Lauren Moone
Lauren Moone specializes in complex financial planning and customized portfolio construction. She advises clients on vital financial matters including pre-IPO planning, employer stock option optimization, wealth transfer strategies, and concentrated equity strategies. Lauren is a native of Seattle, Washington and moved to California to attend Claremont McKenna College, where she graduated with a degree in Economics and Accounting. Lauren is a CFA® charterholder, a Certified Financial Planner (CFP®) certificant and a Certified Private Wealth Advisor(CPWA®) professional. Lauren currently resides in Pleasanton, California with her husband and three children.
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