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Financial Tip

Donor Advised Funds are charitable giving accounts offered by a sponsoring organization. Some benefits of establishing a Donor Advised Fund include:

  • low administrative cost and fees;
  • flexible and easy to establish;
  • record keeping and due diligence handled by the sponsoring organization;
  • investment gains are tax free;
  • annual distributions may not be required.

Investing

How can you make your money grow, or appreciate for long term financial goals?

Money farmer

Investing is a way to save money for something you want many years away like a home, college education or retirement. Investing is a long term activity. In the Investing section, you will find information to help you understand how investing is different than saving, and how your money can work for you.