Wondering if using a Donor-Advised Fund (DAF) is the right decision for your charitable giving? Follow the flowchart!
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Should I Use a Donor-Advised Fund When Giving to Public Charities?
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Wisdom Wealth Strategies
Andrea L. Blackwelder, CFP®, ChFC, CDFA® and Joseph D. Clemens, CFP®, EA are the founders and partners of Wisdom Wealth Strategies. Their shared passion is simple: to bring financial empowerment, understanding, and peace-of mind to people who wish to improve their financial future, build wealth for their families, and achieve financial independence. Click here to find out more about how you can work with the Denver Financial Advisors at Wisdom Wealth Strategies.