Is a Donor Advised Fund Right for Me?
By Janelle Fumerola, CFP®, MBA – Regional Managing Director & Beth Williams, CAP® – Client Advisor Charitable giving can be a key component of an overall wealth management strategy for affluent individuals and families. Creating a comprehensive charitable giving strategy may help you donate cash and other assets to the non-profits you want to support in the most efficient […]
Is a Donor Advised Fund Right for Me? Read More »