Understanding Donor Advised Funds (DAFs) (Aug 22, 2019)

First established in the 1930s, Donor Advised Funds (DAFs) have become increasingly popular in recent years. By 2017, there were 463,622 individual Donor Advised Funds in the US, holding more than $110 billion in assets [1]. Giving from DAFs now accounts for around 8.3% of all individual gifting in America today [2].

For clients intent on sharing wealth through a planned giving strategy, or for those seeking to optimize charitable deductions following tax reform, a Donor Advised Fund can be a useful tool. SageVest Wealth Management discusses the basics of Donor Advised Funds (DAFs). 

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Choosing Wisely, Giving Sagely (Dec 8, 2015)

With the holidays approaching, we give thanks for our blessings and our thoughts turn to helping the individuals and causes we care most about.

SageVest Wealth Management can be an active partner in helping you define thoughtful giving strategies. To strengthen this objective, we recently hosted Eileen Ellsworth, President of the Community Foundation for Northern Virginia. Eileen discussed the benefits of giving, common questions to consider when choosing a charitable organization, and she offered some useful insights on how to enhance your giving experience and the impact your gifts can make.

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