We hope your New Year is off to a great start. One thing that we have done a lot more of in recent years is set up donor-advised funds for our clients. There are many reasons why these have become popular, and the following article lists many of them. If giving to charities is important to you, and we have not yet discussed using a donor-advised fund in your financial plan, now might be the year to begin one. Please let us know if you’d like to discuss further.
Together Planning is a registered investment advisor. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Together Planning has a reasonable belief that this marketing does not include any false or material misleading information statements or omissions of facts regarding services, investments, or client experiences. Together Planning has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.