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In this episode, you will learn about donor-advised funds. From what they are to who they are best for and how to set them up properly, I’ll give you a quick rundown of the most important info you need to know. Whether you know the charity you want to give to, or you want to save up and give a higher dollar amount contribution, donor-advised funds might be for you.
You can find show notes and more information by clicking here: https://bit.ly/2O34yZc
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan
By Jonathan Bednar II, CFP4.8
1515 ratings
In this episode, you will learn about donor-advised funds. From what they are to who they are best for and how to set them up properly, I’ll give you a quick rundown of the most important info you need to know. Whether you know the charity you want to give to, or you want to save up and give a higher dollar amount contribution, donor-advised funds might be for you.
You can find show notes and more information by clicking here: https://bit.ly/2O34yZc
🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

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