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What pricing applies for the “deferred” Donor Advised Fund?

April 26, 2017advised applies donor fund pricing

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What pricing applies for the “deferred” Donor Advised Fund?

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Pricing for a “deferred” Donor Advised Fund at WaterStone is assessed only upon funding. Funding typically occurs with the settlement of the estate planned gifts. However, many donors discover that with current giving through their Donor Advised Fund, they, too, may experience the joy of things they never imagined in their life times.