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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.

Saving

An important step toward financial independence is identifying short term and in the long term goals, then creating a financial plan to achieve those goals.

Saving money for college

Saving is important to help accomplish short term goals, it creates a cash reserve should a large and urgent expense arises. In the Saving section, you will find information to help you identify ways to build and sustain good saving habits.