Baker Tilly Donor Advised Fund powered by American Endowment Foundation
Baker Tilly Wealth Management has joined forces with American Endowment Foundation (AEF) to provide a Donor Advised Fund (DAF) to our clients. Our DAF will enable donors to manage charitable giving in tax-smart and meaningful ways. Donors can enjoy the best tax advantages available, make grants on their flexible time table and build their enduring charitable legacy. There are several donor scenarios where a DAF could be beneficial, and our advisors can help you navigate if our DAF is right for you.
AEF has over 25 years of experience working closely with wealth, tax and legal advisors, and they encourage and allow advisors to remain in control of asset management for their client’s DAFs, regardless of size.