The Great Wealth Transfer – Part 3 of 3: An Inspiring Story
How a Donor Advised Fund helped establish a generational philanthropic legacy The Family Snapshot Martha, a widowed 84-year-old matriarch, has a large family of four children and twelve grandchildren. Under her financial advisor’s guidance, she established a Donor Advised Fund (DAF) valued at $900,000 and decided to use it as a tool to instill values [...]