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Donor Advised Funds

Donor Advised Funds

Submitted by Paul B. Miller, CFP on April 30th, 2015

Donor Advised Funds (DAF) were first created in the 1930s. This type of fund is a vehicle for donors to give to charities and enjoy immediate tax benefits. Over time, the donor can recommend grants from the fund. In some ways, these funds operate like a charitable savings account.

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  • DAF
  • Donor Advised Funds
  • financial planning
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Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.

 

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