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A donor-advised fund makes sense if you:
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Give to multiple charities each year and prefer not to track receipts
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Have highly appreciated securities and want to avoid paying capital gains taxes
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Are contemplating the sale or liquidation of your business and want to reduce your tax liability
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Have a small private foundation and want to reduce the paperwork and expense
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Are preparing your will, establishing a trust, or designating a beneficiary for your retirement assets and want to pass on a legacy of charitable giving to your children.
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Are celebrating a joyous occasion (Bar/Bat Mitzvah, wedding, anniversary) or wish to honor a loved one's memory |
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