Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Thursday, October 24, 2019

Article on Advantages of a Donor-Advised Fund as the Charitable Component of your Financial Strategy

PeaktrustMatthew D. Blattmachr recently published an Article entitled, Advantages of a Donor-Advised Fund as the Charitable Component of your Financial Strategy, Peak Trust Company Newsletter: Fall 2019. Provided below is the introduction to the Article.

For those who want to give back, one of the first decisions that must be made is to determine what philanthropic tools are best suited for one’s individual charitable goals and financial circumstances. One philanthropic vehicle that has skyrocketed in popularity over the past decade, is the donor-advised fund, or DAF. For nearly a century, DAFs have been offered by local community foundations. More recently, DAFs have become available through the charitable extension of wealth management organizations such as Peak Trust Company’s Donor-Advised Fund (PTDAF).

https://lawprofessors.typepad.com/trusts_estates_prof/2019/10/article-on--5.html

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