Cat-tirement
Recycles dryer sheets
- Joined
- Mar 30, 2013
- Messages
- 285
I searched and found several threads regarding donor advised funds, and saw that a number of you use them. I have a question that didn't seem to be covered in those past threads.
We have most of our non tax qualified assets in a revocable trust. I see (at least at Fidelity) that a DAF can be titled/owned by an individual or a trust. Are there any advantages in having the DAF under our trust? Upon initial examination, it doesn't seem like it to me.
We have most of our non tax qualified assets in a revocable trust. I see (at least at Fidelity) that a DAF can be titled/owned by an individual or a trust. Are there any advantages in having the DAF under our trust? Upon initial examination, it doesn't seem like it to me.