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Donor Advised Funds - How & When To Use Them
I've had a few questions about charitable giving lately, so in today's episode, I am talking about Donor Advised Funds. We will discuss:
- What they are
- How they work
- Why you would use one
- When you would use one
I walk you through two examples of how this charitable giving strategy will help save you taxes and be able to give more the church or charities you love!
***Help me make the show better in 2024. Fill out this quick survey!
Want help with your retirement plan?šš¼
āļø Book a call with me
āļø Email me: [email protected]
My YouTube ChannelĀ
Submit your question here: [email protected]
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
View all episodes
By Jacob Duke, CFPĀ®
4.9
9898 ratings
I've had a few questions about charitable giving lately, so in today's episode, I am talking about Donor Advised Funds. We will discuss:
- What they are
- How they work
- Why you would use one
- When you would use one
I walk you through two examples of how this charitable giving strategy will help save you taxes and be able to give more the church or charities you love!
***Help me make the show better in 2024. Fill out this quick survey!
Want help with your retirement plan?šš¼
āļø Book a call with me
āļø Email me: [email protected]
My YouTube ChannelĀ
Submit your question here: [email protected]
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
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