A new ruling addresses whether a donor advised fund may satisfy charitable pledges by the donor/advisor. It now may do so, as long as certain requirements are met. Read the guest blog by my friend and colleague Steve Hartnett, an estate planning expert, to learn more about how donor advised funds are a great tool for charitable giving.
Donor Advised Funds: IRS Issues New Ruling
- Planning for the Care of a Disabled Adult Child - October 1, 2023
- Navigating the Emotional Side of Estate Planning - September 29, 2023
- The SECURE Act – the Gift That Keeps On Giving - September 27, 2023