Broker Check
Donor Advised Funds: Willmar Area Community Foundation

Donor Advised Funds: Willmar Area Community Foundation

March 19, 2019
Share |

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.

{AUDIO} Sara Carlson from the Willmar Area Community Foundation

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 info@taatjesfinancial.com