09.10.19
Choosing a Donor Advised Fund
American Endowment Foundation
Over the last decade, the growth of donor advised funds (DAFs) has been increasing at a rapid rate. Their simplicity to set-up, flexibility and tax-saving capabilities have proven to be an excellent tool in charitable and estate planning as well as business exit strategies. However, choosing the best DAF for a donor’s circumstances can be as varied as the different charities that the individual chooses to support.
The following ten questions will allow potential donors and their advisors to determine what DAF may be the best choice for their interests:
Asking these ten questions before opening a donor advised fund will give the insight needed to make charitable giving as tax-smart, flexible, and enjoyable as possible.
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Asset Management Goals-Based Planning Philanthropy & Gifting Risk Mitigation/ Insurance Tax-Managed Strategies Wealth Transfer Strategies Wealth Management
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