Posts Tagged: Donor Advised Fund

Ross Polking Thumbnail Photo

As 2015 starts to wind down, many investors are thinking about how to positively impact causes and organizations about which they are passionate. A further benefit of this endeavor is the opportunity to lessen one’s annual tax burden. A donor advised fund (DAF) is a fantastic tool for gifting and tax mitigation that is worth considering. DAFs are philanthropic vehicles operated by public charities which are relatively uncomplicated, widely available,...

Read More