A donor-advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations you care about. At the end of a donor’s life, without thoughtful planning, a donor-advised fund can become “orphaned,” with no direction for the use of the funds remaining. What succession planning can you do to ensure your DAF doesn’t end up orphaned? Learn more ➡️ https://bit.ly/3T0qwui
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Why use a donor-advised fund to manage your charitable giving? Here are just a few of the benefits: 💌 Give more. ⏲️ Time to research. 💻 Ease of giving. Find out more about how it works, and see if a donor-advised fund, is the right fit for you: https://lnkd.in/erDyHbQ2
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Financial Advisor helping individuals and business owners build, protect and enjoy wealth.
What will your family's legacy be? If charitable giving is important to you, consider the benefits of a structured giving vehicle to meet your goals. For more information on using donor-advised funds, visit https://bit.ly/48KbNto
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Did you know there are many ways to make a charitable gift, such as donating stock or securities, using your IRA or donor-advised fund, and including us in your will or living trust? Learn more: https://lnkd.in/gRnRmyu5
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With so many worthy causes in the world right now, how can you focus your charitable giving to make a difference? See how a donor-advised fund can help. Learn how: https://lnkd.in/ePmUZVMx
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Today is #DAFDay! Did you know you can make a big impact with a Donor-Advised Fund (DAF)? A #DAF is like a charitable savings account that lets you set aside funds for causes you care about, like the Casey Cares Foundation. Whether it’s cash, stocks, or other assets, you choose when to give, and your generosity helps provide additional assistance and activities for the critically ill children in our programs! Learn more about Casey Cares: https://lnkd.in/ecHR_xtV
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DID YOU KNOW that charitable investing strategies have adapted to modern ways? Since most of the world's wealth is held in assets other than cash, non-cash assets like stocks, artwork, and even farm equipment hold immense potential value for charitable impact. Consider working with us to determine the best giving method for you. Together we can fulfill your philanthropic vision.
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If charitable giving is high on one’s objectives list for his or her estate plan, one option to consider is using a donor-advised fund (DAF). Indeed, DAFs have been steadily growing in popularity in recent years. What’s the main attraction? Among other things, a DAF can give a person greater control over his or her charitable endeavors than direct donations. This article explains the ins and outs of a DAF. https://buff.ly/4aDSimR
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Financial Advisor to Business Owners and Busy Professionals - hawksviewwealth.com
DID YOU KNOW that charitable investing strategies have adapted to modern ways? Since most of the world's wealth is held in assets other than cash, non-cash assets like stocks, artwork, even farm equipment hold immense potential value for charitable impact. Consider working with us to determine the best giving method for you. Together we can fulfill your philanthropic vision. #HawksviewWealth
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Need a refresher on the basics of a charitable organization? Learn how to account for and track net assets with and without donor restrictions, along with “best practices” for using them. We will also help you understand the disclosure requirements related to endowment funds. Save your seat today: https://hubs.li/Q02PL3Lm0
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