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.
Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations may vary. Therefore, this information should be relied upon when coordinated with individual professional advice.