Friends Talk Finanical Planning

Donor Advised Funds - The Smart Way To Give!


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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

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Use the following link to view the podcast transcript:
https://www.sullivanmermel.com/post/donor-advised-funds-the-smart-way-to-give

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Friends Talk Finanical PlanningBy Bridget Sullivan Mermel and John Scherer