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Many people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. In today's episode we talk about situations where Donor Advised Fund makes sense, the of the tax savings that a DAF can bring and how it can help facilitate happiness through giving.
Here's Bridget's firm website: https://www.sullivanmermel.com
John's firm website: https://www.trinfin.com
For advisors around the US: https://www.acplanners.org/home
Thanks for listening! Please subscribe!
Use the following link to view the podcast transcript:
https://www.sullivanmermel.com/post/donor-advised-funds-the-smart-way-to-give
By Bridget Sullivan Mermel and John SchererMany people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. In today's episode we talk about situations where Donor Advised Fund makes sense, the of the tax savings that a DAF can bring and how it can help facilitate happiness through giving.
Here's Bridget's firm website: https://www.sullivanmermel.com
John's firm website: https://www.trinfin.com
For advisors around the US: https://www.acplanners.org/home
Thanks for listening! Please subscribe!
Use the following link to view the podcast transcript:
https://www.sullivanmermel.com/post/donor-advised-funds-the-smart-way-to-give