CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING

June 23, 2017

CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING

Donor-Advised Fund Advantages

  • Take immediate tax deduction
  • Take time identifying where and when the money is given
  • Simplify record keeping
  • Make it easier to give in small and frequent amounts
  • Vet charitable organizations
  • Appraise and liquidate hard to give assets including real estate and art

Watch the related WEALTHTRACK episode.


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