Mutual Funds in a Donor Advised Fund
Submitted by American Endowment Foundation on February 9th, 2016
By Peter McCrea
Mutual funds have become one of the most common asset types contributed to donor advised funds (DAFs).
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By Peter McCrea
Mutual funds have become one of the most common asset types contributed to donor advised funds (DAFs).
By Eric Kinaitis
By Eric Kinaitis
By Eric Kinaitis
By Jeffrey M. Verdon, Esq., Guest Columnist
By Eric Kinaitis
By Eric Kinaitis
A recent Wall Street Journal article highlighted what many financial advisors have seen first-hand: the interest in donor advised funds has continued to grow. One advisor referenced in the article mentioned donor advised funds are continuing to be popular because “clients are charitably minded but tax-conscious.”
by Eric Kinaitis, Editor
Sometimes referred to as ESG (Environmental, Social, Governance) principles, the concept of impact investing denotes the idea of investing to achieve more than a financial return, but to be able to use financial capital to solve broader environmental and social concerns.
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By Ken Nopar, Guest Columnist
Many clients are confident that their generous donations are having a positive impact upon the non-profit organizations and causes that are most important to them. Consequently, they do not seek the advice of their financial, tax, and legal advisors in this area even though the advisors can be helpful in numerous ways.