Financial Tip of the Week: Donor advised funds

Published: Nov. 24, 2021 at 1:43 PM EST
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(WBNG) -- In this week’s Financial Tip, RJ Barber of Vision’s Investment services discusses donor advised funds.

“A donor advised fund is simple. flexible, and tax-efficent way to give to your favorite charities,” Wealth Management Advisor RJ Barber said. “A donor advised fund is like a charitable investment account for the sole purpose of supporting charitable organizations you care about.”

To contact RJ and his team at Visions Investment Services, visit the website here.