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When should I consider a donor advised fund?

April 10, 2022
Shannon

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Do YOU know when you should start thinking about a donor advised fund? Or do you even know what that is? On today’s Money on Your Mind series, we are answering the question and breaking down the pros and cons. As always, you want to have conversations with your tax advisor in addition to your financial advisor so you understand the benefits and your commitment to making a long-term impact in a charitable way.

Disclaimer: We will not be delivering direct advice to your financial situations. These segments will be made available as educational resources for you to take back to your personal board of directors – financial planner/advisor, accountant/tax preparer, and/or attorney.

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