<p>Description: In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss what a donor-advised fund is, the best strategies to use a donor-advised fund and how they can be beneficial to your charitable giving.</p>

Description: In this week's episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss what a donor-advised fund is, the best strategies to use a donor-advised fund and how they can be beneficial to your charitable giving.

Donor-Advised Funds

Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.

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Donor-Advised Funds

Donor-Advised Funds

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