Finance
Finance
Posted on Nov 27, 2023
The wealthy are using this charitable giving strategy. Here's why it may work for you too
690
7
2
4
4
0
"The Matthew Perry Foundation is structured as a donor-advised fund, according to its website, a charitable investment fund that experts say offers certain advantages."
The wealthy are using this charitable giving strategy. Here's why it may work for you too
Posted from cnbc.com
Charity
Finance
Wealth
Posted 6 mo ago
Responses: 2
2
2
0
1
1
0
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."
(1)
(0)
Read This Next
Continue with Facebook 
Continue with Google