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    • Managing Partner
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  • Lifecycle
    • GAP Planning
    • Selling Versus a Family Succession
  • Services
    • Managed Accounting
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    • Financial Reporting
    • Exit & Succession Planning
    • Restaurant & Hospitality Support
  • Careers
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If charitable giving is part of your estate plan, consider a donor-advised fund

NewsBy Jeff LuckeMay 24, 2018

Did you know you can exercise some control over your charitable endeavors using a donor-advised fund (DAF)? As the name implies, recommendations are integral to a DAF. First, you contribute to a fund typically managed by an independent sponsoring organization. The minimum contribution generally is $5,000. In exchange for handling the management of the fund,…

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