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 firstname.lastname@example.org or (201) 632-2022