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Community Foundations Offer More Flexibility for Donor-Advised Funds Than Large Financial Firms
June 25, 2024
WEST PALM BEACH, Florida, June 25 (TNSres) -- The Community Foundation for Palm Beach and Martin Counties issued the following news:

Community foundations are often more flexible and accommodating when managing Donor-Advised Funds (DAFs) compared to large national financial institutions, according to a national survey.

The survey of DAF administrators was conducted by the North Miami Beach-based trust and estates law firm of Nelson and Nelson. Barry A. Nelson and Cassen . . .

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