Clients
Resources – Donor-Advised Funds
This guide provides a helpful overview of donor-advised funds and how they can support charitable giving in a flexible, tax-efficient way. It covers potential tax advantages, the benefits of donating appreciated assets, how investments inside the fund can grow tax free, and how grants can be distributed to charities over time.
What are the Features?
Securities offered through Val mark Securities, Inc., Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 110, Akron, OH 44333, (800) 765-5201. Demboski & Chapman Financial and Insurance Solutions, Inc. is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
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