What Is A Donor Advised Fund?

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There are many companies offering donor-advised funds. A custodian such as TD Ameritrade, Fidelity or Charles Schwab will hold the funds and the 501(c)(3) is managed by companies such as the American Endowment Foundation, AEF. Normal fund fees apply plus an administrative fee charged by AEF and similar companies.

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Casey Smith is owner and president of Wiser® Wealth Management, a wealth management firm based in Marietta, GA.  Wiser® Wealth Management helps clients identify, understand, and commit ...

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