Posted on Nov 27, 2023
The wealthy are using this charitable giving strategy. Here's why it may work for you too
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Posted 7 mo ago
Responses: 2
LTC Eugene Chu
..."Although it’s already late November, it is possible to get donor-advised funds open, established and funded by year-end, O’Neill said. But how fast that can happen may vary, particularly depending on where the assets come from, he said.
At Fidelity, O’Neill said, the vast majority of contributions come in the last few weeks of the year. However, it is best to get the process started as early as possible, he said."
..."Although it’s already late November, it is possible to get donor-advised funds open, established and funded by year-end, O’Neill said. But how fast that can happen may vary, particularly depending on where the assets come from, he said.
At Fidelity, O’Neill said, the vast majority of contributions come in the last few weeks of the year. However, it is best to get the process started as early as possible, he said."
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