Donor Advised Funds

Clients often ask me about Donor Advised Funds. Donor Advised Funds are a great alternative to family foundations and charitable trusts for those who want to give thousands to charity instead of millions. I spent some time doing research for a future newsletter and came across this CFP’s blog, which is much easier to understand than the technical reports I first came across:

https://www.kitces.com/blog/rules-strategies-and-tactics-when-using-donor-advised-funds-for-charitable-giving/

- DanĀ