Yes. You can name them as an advisor, contingent advisor, or successor advisor to your fund. We are somewhat unique in allowing children and grandchildren, as young as 8 years, to participate “under your direction” in your donor-advised fund.
Yes. You can name them as an advisor, contingent advisor, or successor advisor to your fund. We are somewhat unique in allowing children and grandchildren, as young as 8 years, to participate “under your direction” in your donor-advised fund.