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Legacy planning

Legacy planning

Donor-advised fund vs private foundation: Choosing the right giving vehicle for you

Article April 28, 2025 Julia Tierney, CFP®

Deciding between a donor-advised fund or private foundation to facilitate your family’s charitable giving? Learn key differences in how these vehicles are managed to find the right option for you.


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Active vs. passive Market timing Economy and markets Diversification Investment research Retirement Investor behavior Tax strategy Insurance Bonds Vista news Philanthropy

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