Charitable Giving Considerations: Donor Advised Fund or Private Foundation?

For many wealthy families, charitable giving and philanthropy are among their top financial goals. Aside from the simplest form of writing a check to a favorite charity, there are many other options and strategies to help high net worth families achieve their charitable goals. Two popular options are the donor advised fund (DAF) and the private foundation. But how does a family choose one of these over the other? Usually, the choice of vehicle depends on…

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2019-07-15T21:34:40+00:00

About the Author:

Marcia Paltenstein is a Senior Director, Wealth Advisor at Round Table Wealth Management. Read Marcia's Biography >