Help your client make informed decisions on funding, investment strategies and asset allocation to successfully run this charitable-giving vehicle
Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation (PF), contributing to a donor-advised fund (DAF) or making an outright donation. If your client is willing and able to commit both the time and financial resources (in the short- and long-term), then creating a PF may be the way to go. But making the decision to create a PF is just the beginning. Your client must consider how much, what ...
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