Donor-Advised Charitable Mutual Funds

by Cara Scatizzi

Donor Advised Charitable Mutual Funds Splash image

Giving to charity is important to many individuals for a variety of reasons. But an added incentive is the tax benefits.

Donor-advised funds are mutual fund-sponsored programs that administer charitable-giving programs on behalf of individual participants, who can direct which charities should receive their contributions. The funds offer one way for you to maximize your charitable deductions, allowing you the opportunity to take a deduction upfront before choosing specific charities, as well as the opportunity to donate appreciated securities rather t

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Cara Scatizzi is a former associate financial analyst at AAII.


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