Scott and James discuss how to give more effectively using Donor-Advised Funds.

Listener Question

Hello! I love the show. I think I’ve had a chance listened to over 100 episodes. Have y’all considered an episode on giving? I recently started use using a donor advised fund, giving away some highly appreciated assets instead of cash. Are there any more strategies that I can use to be generous? Anything out of the box?

Planning Points Discussed

• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

3:34 - Charitable Giving

5:38- Deductions

8:09 - Effective Giving

15:38 - Utilize Tax Benefits

20:35 - Aligning Your Financial Goals 

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James

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Scott

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