Doing Well By Doing Good: Setting Up a Donor Advised Fund at Fidelity

For the past 2 years, I have written about giving money to charity (see here, here, and here).

After several years of thinking about setting up a donor advised fund (DAF), possibly with a little trepidation, I finally started mine this month. It was pretty darned easy, though a few details were a bit tricky for me.

I thought I might go over my reasons for finally opening a DAF, and then go through the steps. Of course, I can’t help commenting on some of the small print that I found interesting or amusing.

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Fitness Log #162 And Friday Firsts

I have been keeping track of my exercise every Friday for over 3 years, and plan to continue doing so.

I started the Friday Firsts sections as a way of keeping track of some of my “firsts” as I dealt with the COVID-19 pandemic. Things seem to be settling down, but I will keep it for now–more as a way to be aware and thankful of what is happening in my life.

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Planning For Funerals

An astute reader may have noticed my post a few weeks ago, mentioning the 4-parent problem. Unfortunately, the PiN household now tops out at a 3-parent problem. The family situation being what it is, we had to help plan a funeral.

This got me started thinking: I talk all the time at work about advanced planning–for medical decisions, that is. CPR or no CPR. Keep going back to the hospital or stay more comfortably at home.

Personal finance writers discuss money management for a surviving spouse periodically, usually talking about lists of accounts, passwords, and directions on what to do once they are gone (see: here and here).

I see fewer discussions about the difficult middle: what to do once your loved one is gone, but before everything has been settled.

As we (me, Mr. PiN and his family) dealt with planning questions, I thought it might be useful to go through some of the issues we struggled with. It may not help the families of those who refuse to contemplate their mortality at all; but for people willing to plan, these are the things we wish had been thought about earlier.

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Fitness Log #161 And Friday Firsts

I have been keeping track of my exercise every Friday for over 3 years, and plan to continue doing so.

I started the Friday Firsts sections as a way of keeping track of some of my “firsts” as I dealt with the COVID-19 pandemic. Things seem to be settling down, but I will keep it for now–more as a way to be aware and thankful of what is happening in my life.

Continue reading “Fitness Log #161 And Friday Firsts”

Fitness Log #160 And Friday Firsts

I have been keeping track of my exercise every Friday for over 3 years, and plan to continue doing so.

I started the Friday Firsts sections as a way of keeping track of some of my “firsts” as I dealt with the COVID-19 pandemic. Things seem to be settling down, but I will keep it for now–more as a way to be aware and thankful of what is happening in my life.

Continue reading “Fitness Log #160 And Friday Firsts”

Fitness Log #159 And Friday Firsts

I have been keeping track of my exercise every Friday for over 3 years, and plan to continue doing so.

I started the Friday Firsts sections as a way of keeping track of some of my “firsts” as I dealt with the COVID-19 pandemic. Things seem to be settling down, but I will keep it for now–more as a way to be aware and thankful of what is happening in my life.

Continue reading “Fitness Log #159 And Friday Firsts”

My Money Week

Life has been pretty busy at the PiN household for the past few weeks. My thoughts have been a little too scattered to compose a lengthy and coherent post, but as I have been trying to decide what to write about, I have noticed that money touches just about everything we do.

Instead of a unified essay, I thought today’s post might just touch on six of the financial stories that have come up in the past week.

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