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Retirees: Use a donor-advised fund for gifts and a tax break
Retirees who give to charity often feel torn between generosity and the reality of fixed-income budgets and unpredictable tax bills. A donor-advised fund can ease that tension by letting you ...
As financial advisors, we’ve often recommended that clients set up donor-advised funds. We know the drill: Contribute to the fund and get an immediate tax deduction. But it often takes time for the ...
Donor-advised funds (DAFs) are revolutionizing charitable giving, supporting a surge in donations to nonprofits. In 2023 alone, DAFs facilitated over $54 billion in grants, exceeding $50 billion for ...
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