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Why Clients Are Naming DAFs as the Charitable Beneficiary in IRAs

Submitted by American Endowment Foundation on October 26th, 2020

By Rebekah L. Kohmescher and Donald J. Sorota, Altair Advisers LLC

Donor advised funds (DAFs) have grown steadily in popularity over the years due to the ease of administration and control they offer donors over their charitable gifts. Now their advantages are increasingly being put to use in the selection of DAFs as IRA beneficiaries.  

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