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We welcome back to the podcast Maryann Keith. She is a financial advisor working with single, divorced, and widowed women specializing in holistic financial planning. We talk to her about charitable giving and financial planning. We cover topics including Donor Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and the tax advantages of charitable giving.
#financialdads #financialplanning #QCDs #charitablegiving
By Paul Fagan4.9
1313 ratings
We welcome back to the podcast Maryann Keith. She is a financial advisor working with single, divorced, and widowed women specializing in holistic financial planning. We talk to her about charitable giving and financial planning. We cover topics including Donor Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and the tax advantages of charitable giving.
#financialdads #financialplanning #QCDs #charitablegiving