Charitable Giving

Illustration of a family tree with a large green tree in the background. The tree shows hierarchical family relationships with labels for great-grandparents, grandparents, parents, and the person labeled "Your Name" at the base, connected by branches. A banner reads "Family Foundation Fund" to emphasize heritage.

Family Foundation or Donor-Advised Fund?

Charitable giving is often part of a person’s DNA. For clients looking for a way to leave a legacy or limit generational wealth transfer, the decision between creating a family foundation and opening a donor-advised fund can be difficult. Donor-advised funds Donor-advised funds are administered by local area foundations or through traditional custodians such as Charles Schwab and Fidelity.  These accounts provide the owner with a great deal of flexibility and anonymity if he/she chooses

Read More »

Book a Meeting

No cost. No obligation.
An exploratory discussion with an advisor.