Charitable Planning: Donor Advised Fund vs. Private Foundation White Paper

Donor Advised Fund vs. Private Foundation White Paper

Download our white paper.

Choosing between a Donor-Advised Fund and a Private Foundation can be challenging. Each offers strategic giving with different tax benefits, management, and administration. Explore their differences to find the best fit for your philanthropic goals.

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1. Trust and Wealth Planning services are Not a deposit, Not guaranteed by the Bank, May Lose Value 2. Investment and insurance products and services are not a deposit, are not FDIC insured, are not insured by any federal government agency, are not guaranteed by the bank, and may go down in value. This information is not legal, investment, accounting, or tax advice and is for informational purposes only.