A Matter of Trust

Naming a Charity and Using Donor Advised Funds


Listen Later

This episode will explore charitable giving in estate planning. Attorneys Christina Knopke and Annie Rogers will address how many clients currently name charities and Amanda Burge, a Private Wealth Manager at Creative Planning, will provide information on using a donor advised fund. This method can be much more simple, can provide several tax advantages and can also allow flexibility for the donor to change their charitable gifts over time without changing their legal documents.
...more
View all episodesView all episodes
Download on the App Store

A Matter of TrustBy Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers

  • 5
  • 5
  • 5
  • 5
  • 5

5

13 ratings


More shows like A Matter of Trust

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

815 Listeners