5 Benefits of a Donor Advised Fund

Alejandro JimenezUncategorized

Many families believe that only the super wealthy have a need for a charitable foundation fund. The truth is that all ranges of wealth can benefit from this type of fund. A Donor Advised Fund (DAF) is a low cost, low maintenance way for families to get a tax benefit now and plan to give later. Today I would like to share will to the basics of a DAF and how you might be able to use in in your tax planning.

You will learn…

  • What is a Donor Advised Fund
  • What are the Benefits
  • An Example of how it works

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