The Retirement Detective

Investigating Donor Advised Funds


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In this episode, we examine donor advised funds.  Donor Advised Funds are a vehicle investors can use to donate to charity in a unique way.  Donor advised funds hold charitable donations for investors so that they can be invested and donated to charity at later date.  This can be advantageous for timing charitable deductions for taxpayers.  We'll discuss the pros and cons of donor advised funds in this episode.

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The Retirement DetectiveBy Philip Mock, CFA®, CFP®