The Real Retirement Podcast

How to Properly Implement a Donor Advised Fund


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On today's episode, we discuss the amazing tax and gifting benefits of using a Donor Advised Fund (DAF).

Many people have not heard of this incredible strategy. A DAF opens the door to avoiding capital gains (yes, that's not a typo), increasing your charitable contributions without costing you more out of pocket, taking advantage of itemizing your deductions and getting credit for your donations - among much more.

For more content on how to retire confidently, head over to www.birchwoodcapital.com/writings.

Show Notes:

Further Reading:

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The Real Retirement PodcastBy Stephen H. Nelson, CFA, CFP®

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