Donor Advised Fund

  • Donor Advised Funds are one of the most popular and flexible options for charitable giving. Donations count toward an immediate tax deduction in the year that they are given.

    The gift is irrevocable, and the money grows tax-free until the funds are designated for future distribution to a charitable organization. Unique to our firm, your portfolio will be custom designed for growth or income according to a client’s goal and objective.

  • Please call (404)255-3331 or email Bill@spaldingwealth.com today

    for more information about setting up your personal charitable fund