Charitably Inclined? Consider Pairing a Donor-Advised Fund with Your Estate Plan

A close-up of a file organizer with labeled tabs, focusing on a blue tab labeled "Donations," reflects the meticulous care often required in Brookfield Elder Law, ensuring every detail is organized and accessible.

If you are prioritizing charitable giving in your estate plan, you may want to consider using something called a donor-advised fund (DAF) which has become more popular in recent years. The value of DAF grants made to qualified charitable organizations increased 9% to $52.16 billion in 2022, and the number of accounts increased 2.9% to …