THE DONOR ADVISED FUND

Last week I introduced a tool for leaving a financial legacy called a donor advised fund. I also shared three scenarios where a solution for leaving a financial legacy was needed. In all three of these scenarios, a donor advised fund may be used to more efficiently accomplish short and long term giving goals while creating a legacy of giving. Below, I are two examples that could work for the three scenarios I went over last week.

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If you ask ten different people what financial planning is, you may very well get ten different answers. That’s because financial planning is very complex and covers many diverse areas. From my 29 years of experience here are 12 different areas of financial planning I personally see on a daily basis that need addressing. I would invite you to look up the scriptures I’ve included to see how God’s word covers so many of these issues. Jesus spoke on stewardship more than any other topic. All financial decisions are spiritual decisions and should be prayed about and aligned with scriptural principles before implemented.

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