Donor Advised Funds

This works by having you transfer cash or other assets to a tax-exempt organization. You then can recommend where the money goes but you may not direct it. This way you do not have to establish your own foundation but your money is still able to benefit those organizations that you are passionate about. Once you set up the Fund you receive a federal income tax charitable deduction at the time you contribute to the account.

Contact Us

For more information or customized calculations on any of the charitable gift plans, please contact Michelle Badger at 508-830-5045 or

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