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.
Continue reading “Doing Well By Doing Good: Setting Up a Donor Advised Fund at Fidelity”