How is Operation Kids Foundation different than a donor advised fund?
Donor Advised Funds, along with various other approved mechanisms are vehicles for protecting wealth in preparation for eventual giving. Operation Kids does not offer tax or legal advice with respect to tax or estate planning, but rather stands at the other end of the process to work with our clients and their financial advisors when it comes to putting those vehicles to work in the most efficient and effective manner possible. We bring to the giving process the same level of thought and planning that has already gone into your portfolio and estate planning.