Due to COVID-19 we are currently open for business by appointment only. To schedule a telephone or video conference, drop off documents, or for general questions, please don’t hesitate to contact us!

Donor Advised Funds

Donor Advised Funds

Download Printable Version

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/

- Dan 

Categories:

Contact Us Today

Work with Attorneys Devoted to Your Best Interests
    • Please enter your name.
    • Please enter your name.
    • Please enter your email address.
      This isn't a valid email address.
    • Please make a selection.
    • Please enter a message.