Donor-Advised Funds (DAF’s) help you fund your charities and manage taxes. You want to do good in the world. Tax management is a central part of your financial plan and Donor Advised Funds are some basic blocking and tackling in wealth the management process and the doing good.

To be honest, on the surface, DAF’s are kinda (sic) boring. Harrison Miller, CAP®   Vice President, Charitable Planning Consultant at Fidelity Charitable is awesome and made it fun. Harrison is such a nice guy and put up with my meandering conversation. We started with his favorite coffee joint in his hometown of Atlanta and eventually got to his favorite charitable organizations. What are your favorite charities in Raleigh, Cary, Durham, and Chapel Hill?

If you have never heard of Donor Advised Funds or need a refresher, please listen in. If you don’t use them, you are being underserved in your wealth advice. Let’s talk. 919.861.8212.