Donor-Advised Funds Can Be Beneficial In Times Of Market Uncertainty

In recent years donor-advised funds (DARs) have become a popular vehicle used by clients for charitable giving.   These investment devices let clients set aside assets to benefit a charity of their choice.  Donors can receive many tax benefits from their donations to these funds.  This article describes how clients can feel comfortable knowing that their favorite charities will receive consistent support even during periods of economic difficulty.  This investment strategy might not be for everyone.  It is important for clients to speak with a competent financial adviser to assess their individual circumstances and decide if a DAR might be the best investment strategy.  Advisers play an important role in helping clients find the right plan that fits with their individual wants and needs.

See Ken Nopar, During Market Uncertainty, How Donor-Advised Funds Can Help, Wealth Management, September 8, 2015.