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Donor Advised Funds: Why Should I Use Them?

By Hope Carlson on October 5, 2020
Categories: CHARITABLE GIVING


This video answers the following questions:

  • How does a Donor Advised Fund work?
  • Why do people like using Donor Advised Funds?
  • How do I fund a Donor Advised Fund with appreciated stock?
Limitation of provision of tax advice. Any information relating to the tax status of financial instruments or tax basis discussed herein is not intended to provide tax advice or to be used by anyone to provide tax advice. Investors are urged to seek tax advice based on their particular circumstances from an independent tax professional. The information herein was derived from sources deemed to be reliable but is not guaranteed.

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