Host Mark Therriault is joined by Margaret Mason, a lawyer with 35 years of experience advising donors, charities and other tax-exempt organizations and their boards. 

Mark and Margaret discuss the similarities and differences between donor-advised funds and foundations and how to create giving strategies for individual families. Margaret also shares invaluable insights on the importance of timing when it comes to giving, the variety of services that provide assistance to donors, what you should consider with regards to due-diligence when looking to give to charities, and what you need to know about tax benefits.

For more information on this episode, visit: www.NicolaWealth.com/Category/Podcasts