Every week, our team works with a wide range of charitably-minded individuals and families who are either already working with PdNCF or are considering establishing a donor-advised or other type of fund to organize their giving. We also talk with attorneys, accountants, and financial advisors as they work alongside charitably-minded clients. Indeed, many advisors are telling us they’re taking advantage of summer’s slower pace to jump on 2024 tax planning and estate plan updates.
As you work with your advisors over the next few months, be sure to let them know that the Psao del Norte Community Foundation can serve as the hub of your family’s philanthropy by administering a wide range of charitable giving vehicles.
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