ELAINE F. PHIPPS, MBA, CFA, PORTFOLIO MANAGER
Americans are known to be philanthropic, with an estimated 83% donating to charitable causes. Making the donation convenient and tax-effective is a win-win for both charities and those with a generous heart. Donor-advised funds (DAFs) are a simplistic funding structure available to those with both small and large charitable giving pots.
Mechanics of Donor Funds
DAFs can be set up ...
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