Topics discussed: As we closed out 2019, I fielded a lot of questions about Donor Advised Funds (DAFs). For some, this inquiry was sparked by an interest in the tax benefits for 2019 planning and for others, it came from a place of curiosity whether a DAF would be suitable for their situation. I know we’ve touched on Donor Advised Funds before here at TOM but based on all the inquiries, it would appear to be worthwhile to conduct a refresher.
Giving has its own rewards. This week, TOM helps you increase those benefits as you pay it forward. Join me as we discuss one of my favorite tools in personal finance.
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Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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