BROKER CHECK BY FINRA

Wealth Preservation Solutions

360 Wealth Management

You are here: Home / Articles & Videos / The Donor Advised Fund – Give While You Live

The Donor Advised Fund – Give While You Live

~ Article by

January 15, 2021

A Donor Advised Fund is a real time, tax-deductible and flexible, gifting strategy. In addition to being a highly efficient and easy to set up philanthropic vehicle, it allows you to enjoy seeing people and charities benefiting from your generosity during your lifetime.

Listen in as Kevin Ellman CFP and CEO, and Elizabeth D’Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC discuss this timely topic.

Learn more about our Philanthropy Planning and 360° Family Foundation Management

For more information contact Kevin Ellman CFP and CEO at kellman@wpsllc.net or (201) 632-2022

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS are not affiliated with any other entity listed herein.

Investor Disclosures: https://bit.ly/KF-Disclosures

This article is for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service or as a determination that any investment strategy is suitable for a specific investor. Investors should seek financial advice regarding the suitability of any investment strategy based on their objectives, financial situations, and individual needs. This article is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances.

Exit Planning content © copyright Pinnacle Solutions. All rights reserved. Beri™ and ODI™ are trademarks of Pinnacle Solutions.

Article written by Kevin Ellman, CFP ®

As a financial advisor for over 25 years, Kevin Ellman provides the full array of financial, estate, and retirement planning services to high net-worth business owners, families, executives, and individuals. He has appeared as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and on ABC, and has been quoted in Business Week, CBS Market Watch, Fortune Magazine and The Wall Street Journal. Learn more about Kevin Ellman...