A donor advised fund (DAF) is a type of charitable giving program that allows donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund to their favorite charities over time. In other words, it’s a way for donors to give to charity
Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.