Scharf Investments is a proud donor and long-time supporter of the Sempervirens Fund. The mission of the Sempervirens Fund is to protect the redwood forests in the Santa Cruz Mountains. We co-sponsored an informative webinar with the Sempervirens Fund on tax-efficient planned giving strategies.

We shared insights on the current market environment, as well as our thoughts on planned giving through Donor-Advised Funds (DAFs) and the 351 ETF Exchange mentioned above. The webinar discussion provides a great overview of the 351 Exchange and how it works.