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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.

Spending

Life is full of choices, and how to spend money is one of the most frequent, and personal, choices we make every day.

Kid with money bags

Choosing between needs and wants and identifying what holds the most value can be a daunting task. In the Spending section, you will find information to help you identify how you spend your money on what is important to you, and how that will impact your ability to save and invest.