Investor Minute

Is a donor advised fund right for you?

A meaningful part of your financial plan is your charitable giving.

Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Consider strategic giving when you:

Want to make a large charitable gift to offset your tax liability
Intend to make numerous and substantial charitable gifts upon your death
Typically claim the standard deduction
Want to retain control of the timing of the charitable distribution

To help you frame the decision regarding whether a donor advised fund is right for your situation, I’ve attached the flowchart here. You’ll find that donor advised funds can enable you to optimize your tax planning while simultaneously streamlining and fulfilling your philanthropic goals.

If the idea of a donor advised fund is appealing to you, let’s have that conversation. Give me a call or reply to this email, and we will schedule our meeting.

I look forward to helping you ensure your charitable giving goals are met. Please contact us today to schedule a time to discuss this further, or make an appointment for a free call with me by clicking this link.