What questions should a donor, couple, or family ask their advisors before setting up a donor-advised fund?
Posted on March 12, 2019 by Audrey Jacobs, Elaine Gast Fawcett
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Before opening a DAF, donor families should talk with their trusted professional advisors about the benefits and tax implications. Professional advisors might include the family CPA or attorney, financial or estate-planning advisors, heads of family offices, or professional philanthropic advisors… Read More