Do you need a financial advisor to open a DAF?
There are often misconceptions about donor-advised funds, but we’re here to answer any questions and assist you on your giving journey! One such question we receive is if having a financial advisor is necessary to open a donor-advised fund. The short answer is no, it’s not required to have a financial advisor to open a donor-advised fund. Let us talk you through why.
We’re here to talk new donors through the DAF creation process.
Donor-advised funds make giving easy, efficient and effective – we believe creating your fund account should be the same. With more than 30 years of experience, our staff is readily available to guide you through the process and answer any questions you may have.
The first step in creating a CCF donor-advised fund is to complete this form. Once you answer some basic questions about your fund, your form will be directly submitted to our team. You will then receive an email on how to get started using your fund account.
If you have questions about the form or anything else related to CCF or your fund, please email Rex Jones or Stephanie Jones or call 901-682-6201.
Financial advisors can help you maximize your giving potential.
While working with a financial advisor isn’t necessary to set up your account, utilizing their services can be beneficial when working out the minutiae of giving, including:
- Maximizing tax advantages
- Reviewing investment options
- Requesting donations on your behalf
- Managing your invested balance
- And more!
Your giving experience at CCF can be as personal as you want it to be. However, if you’d prefer a more hands-off approach, we can work in conjunction with your financial advisor to ensure your vision for your philanthropic journey is achieved.