Sharing With Our Community
Clients frequently have charitable aspirations, too. It is a thrill to help them fulfill their goals, especially when they thought it might not be possible. One common tool that makes donating easy is the Donor Advised Fund (DAF). Families often choose to establish a DAF because it offers flexibility and the opportunity for all family members to participate in the charitable grant-making. DAF’s can be a tool for introducing children and grandchildren to the process of investing, too.
To learn more: Download Chapter Eight, Charitable Aspirations.