Case Study: Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations
Case Study: Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations

Case Study: Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations

🌹J E Y J E Y 🌹

14 min
Business & Finance
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<p>Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits. <br/><br/>Read the Article: <a href='https://www.henssler.com/establishing-a-legacy-of-giving-through-donor-advised-funds-and-family-foundations'>https://www.henssler.com/establishing-a-legacy-of-giving-through-donor-advised-funds-and-family-foundations</a> </p>

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