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David Creekmore 3/17/25 David Creekmore 3/17/25

When Should I Use a Donor Advised Fund?

Donor Advised funds are ‘a waiting room’ for charitable donations. The donor gets a current tax deduction, pays fees to a custodian (for instance, .60% for first $500,000 by Schwab), and then later suggests when and to whom the money should go.