True Wealth Podcast

Maximizing Your Charitable Efforts Using Donor Advised Funds - Part 2


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Featured on today’s episode: Lorne Jackson, former broker dealer and financial planner, founder of the Canadian National Christian Foundation (CNCF)


We are all familiar with foundations as a means to donate money, but on today’s episode you will learn about a less well-known method of donating: Donor Advised Funds and how they can work for you.

 

What You'll Learn from This Episode:

  •  An introduction to Donor Advised Funds
  • An introduction to the Canadian National Christian Foundation (CNCF) : who they are ,what they do, and how they can be incorporated into your financial plan
  • The difference between a public and a private foundation
  • How donor advised funds can be a beneficial tool when planning your estate


Featured on the Show:


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True Wealth PodcastBy Seun Adeyemi - Certified Financial Planner®