By Andrew Rosen via

Charitable giving is at the core of many of us, especially this time of year.  

The other day I was having an interesting chat with a friend of mine on just this topic. Next thing you know the conversation shifted to a growing charitable resource called donor advised funds.

Since he is also a professional colleague, the conversation got a bit nerdy after a while. Truly, there was a flash of insight when I asked him how he uses Donor Advised Funds (DAF). I took it as a moment of brilliance on his part.  He described a phenomenal way to involve the whole family in the giving spirit (something very important in my household).

Before I give the secret sauce away, let’s review the characteristics of a DAF.

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