Sara Carlson is the Executive Director of the Willmar Area Community Foundation. We sat down for a conversation about Donor Advised Funds and how the Willmar Area Community Foundation can partner with donors to create an effective vehicle for charitable giving.
{AUDIO} Sara Carlson from the Willmar Area Community Foundation
Here's are some highlights of the interview:
- Assets that can be donated to a Donor Advised Fund
- Advantages to a donor by partnering with the Willmar Area Community Foundation
- How to "bunch" multiple years' worth of giving for tax advantages
- Donating appreciated stock
- The role a retirement planner plays in this process
If you would like to speak with us about your 2019 giving and/or how you can donate to a Donor Advised Fund, please give us call at 320.222.4236 to schedule your no-cost, no-obligation meeting.
Or you can email us at [email protected]