Donor Advised Funds
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Donor Advised Funds
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About this listen
What is a Donor-Advised Fund (DAF) and when does it make sense? Elevate Wealth Advisory's Deanne Rosso and Rob Fezekas cover DAF basics, funding options, how grants work, and why “bundling” several years of giving into one tax year can help more households clear the itemizing hurdle while maintaining flexible giving over time.You’ll take away:-DAF structure: fund now, grant later-Which assets are eligible (cash, stock, more)-Using a DAF for “bundling” strategiesExplore a DAF or a personalized giving plan: elevate-wealth.com → “Let’s Talk.”#AthensGA #AthensWealthAdvisor #AthensFinancialPlanner #DonorAdvisedFund #DAF #CharitablePlanning #TaxStrategy #WealthManagement #OconeeCounty #GeorgiaFinance
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