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A Brief History The very first Donor Advised Funds were established in the 1930s. However, they were not officially recognized until 1969 when the Tax Reform Act was enacted. Even then, it was not until the 1990’s that DAFs gained popularity and visibility. Now, they may be called philanthropy’s fastest-growing…

Saving for Retirement Are you looking for easier and more helpful ways to save for retirement other than a workplace contribution plan? A health savings account (HSA) can be used for healthcare costs while you are working and once you retire, most withdrawals are free from tax, you can invest…