Sara Carlson is the Executive Director of the Willmar Area Community Foundation. We sat down for a conversation about Donor Advised Funds and how the Willmar Area Community Foundation can partner with donors to create an effective vehicle for charitable giving.
Here's are some highlights of the interview:
- Assets that can be donated to a Donor Advised Fund
- Advantages to a donor by partnering with the Willmar Area Community Foundation
- How to "bunch" multiple years' worth of giving for tax advantages
- Donating appreciated stock
- The role a retirement planner plays in this process
If you would like to speak with us about your 2019 giving and/or how you can donate to a Donor Advised Fund, please give us call at 320.222.4236 to schedule your no-cost, no-obligation meeting.
Or you can email us at firstname.lastname@example.org