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This survey is designed to help evaluate whether a private foundation or a donor-advised fund account is the better charitable vehicle for your philanthropy. The survey consists of 10 objective questions about various aspects of your charitable giving, and some helpful information that you might want to consider for each. Please select the most appropriate response to each question.
This survey provides general information only. It is not designed to address all relevant considerations and does not represent legal or tax advice. Because individual circumstances vary, please consult your legal and tax advisors about your specific situation.
Download the Survey