What is a Donor Advised Fund? How does it work and why would you want to open one? What exactly are the tax savings? And be sure to listen to the end where I review some real-world strategies used by clients.

We cover topics such as:

• A Donor Advised Fund is simply an account that you own.
• How to open a Donor Advised Fund
• How to transfer money into a DAF
• Why most Americans do not get a tax deduction for their charitable gifting
• How to use a "bunching" strategy.
• How to use a DAF in high-income years such as a bonus or exercising stock options or an IPO

Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/