Why Clients Should Discuss Their DAF Accounts with Their Successor Advisors
Submitted by American Endowment Foundation on June 28th, 2021By Ken Nopar, VP - Senior Philanthropic Advisor
Many clients regularly review and update their estate plans, and more have done so over the past year than in normal years. Similarly, many clients with DAF accounts have contemplated whether their donor advised fund succession or disposition plan is still appropriate.