Do you have a donor-advised fund? Tell me about it.

[disneysteve]

I've been reading a bit about donor advised funds and thinking it might be a good thing for us to do. We could fund the account with some appreciated assets, thus avoiding the capital gains tax on that amount, and then use the fund toward our charitable giving throughout the year.

If you have one, how has your experience been? Which company do you use? Anything to watch out for? Can you use it for pretty much any charitable giving as long as the place is a registered non-profit or are there restrictions of some kind?

Any insights would be appreciated.

[Jluke]

I do not. In case you haven’t looked at bogleheads yet I found this. I saw in your CFP thread talk of fees and minimums so maybe you have seen it.

one thing that stood out is once you set it up it appears to be irrevocable.

https://www.bogleheads.org/wiki/Donor_advised_fund