» Donor Advised Fund

What is a Donor Advised Fund and How is it Used in Planned Giving?

A donor advised fund or DAF is a charitable giving vehicle that provides an easy way for someone to donate assets to multiple charitable organizations in Ohio or other states without the hassle of paperwork for multiple donations. A DAF also provides… Read More

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I have worked with Ted on seminars and also by sending him clients. The seminars we have done revolved around retirement planning and special needs trusts. We have always received a high rating from attendees in terms of content and presentation of m… Read More
– Bob Caperna, Insurance & Retirement Planning, New York Life Insurance Company, was with another company when working with Ted at Gudorf Law Group, LLC

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