Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

Maximizing Your Donor Advised Fund

4 Aug 2024 · 0 min

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0:20

Short excerpt from a YouTube video by Craig Wear, CFP® explaining what a donor advised fund (DAF) is: a donor-controlled fund established at financial institutions (e.g., Fidelity, Schwab, Vanguard) where the donor contributes a lump sum and can make charitable distributions to qualifying 501(c)(3) organizations over time.

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