Charitable Giving

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: A SYM Financial Advisors family tree diagram superimposed over a green tree graphic, featuring blank boxes for names ranging from great-grandparents to the user.

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

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