The New Oxford English Dictionary defines a legacy as an amount of money left in a will. However, the modern use of the term is…
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Your Guide to Giving: Designated and Discretionary Funds
Posted as Blog Post on March 29, 2021 in Philanthropy
Similar to our donor advised fund where the capital of the donation is invested in permanence, our designated or discretionary funds provide ongoing, annual funding…
Tags: donor advised, estate planning, giving, philanthropy, tax savings
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Your Guide to Giving: The Donor Advised Fund
Posted as Blog Post on March 1, 2021 in Philanthropy
The most popular fund that is established at the Victoria Foundation is a donor advised fund which provides the donor with flexible, personal involvement in…
Tags: donor advised, estate planning, giving, philanthropy, tax savings
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