There are a variety of reasons a donor may want to delay funding a donor-advised fund (DAF) Whether they’re preparing for a future occurrence or hoping to engage their young children or grandchildren, a Legacy Fund at AEF may be a good option to consider.
Most clients periodically review their estate plans with their attorneys and regularly revisit their financial plans with their advisors. While tax, financial, and estate planning are critically important, charitable planning can sometimes inadvertently be less of a priority.
With the summer vacation season here, many clients think back to past summer getaways with their families. Some of those memories may have been generated at family vacation homes that have been owned and enjoyed by one or more generations of the same family.