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Ep 16: Have You Used This Charitable Planning Technique?
Today we're talking about a donor-advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.
TIMESTAMPS:
1:27 – Donor-advised fund
4:15 – Bunching
7:42 – Why use this technique
8:40 – Super bunching
10:30 – Growth
11:42 – Highly appreciated assets
MORE INFORMATION:
https://www.cornerstonevegas.com/cornerstone-retirement-podcast/
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By Jammie Avila
4.7
33 ratings
Today we're talking about a donor-advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.
TIMESTAMPS:
1:27 – Donor-advised fund
4:15 – Bunching
7:42 – Why use this technique
8:40 – Super bunching
10:30 – Growth
11:42 – Highly appreciated assets
MORE INFORMATION:
https://www.cornerstonevegas.com/cornerstone-retirement-podcast/