Tag: donor advised funds

01.30.2019

Meet Our Youngest Advisors

A couple of years ago, Pat and Wright Bagby wanted to do something special for their 50th wedding anniversary.  So they established a donor advised fund at our foundation. They added a special feature to their fund by designating their grandchildren as the fund’s advisors. Each December the grandchildren meet at Wright and Pat’s home

12.04.2018

Easier Tax Planning

It’s time to search for tax deductions.   Changes in the tax code can be confusing for some, but the Community Foundation can help many people.  Look at these real-world examples of how some people have used a Donor Advised Fund (DAF) to to reduce their federal income taxes. Stacking (or Lumping) Contributions • Mr.