donor advice fund
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 22, 2026 by Michel Del Buono · across every show →
Everything said about donor advice fund, oldest first
May 22, 2026 positive
Del Buono: Pre-Liquidity Planning Rests on Trusts, Tax Investments, and Philanthropy
“So there's kind of three elements
To preparing yourself for a liquidity event, right?
Structuring your trust and estate, thinking about how to sort of make key investments that help offset taxes to some degree, and then donating into a donor advice fund or som…”