WISE PODCAST

Podcast | Win-Win Charitable Giving with Donor-advised Funds

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  • A donor-advised fund (DAF) is a tax-smart investment fund you can establish for charitable giving
  • Streamline the process of donating appreciated securities for you and the recipient of your charitable gift
  • Receive an immediate tax deduction; then, recommend charitable grants from the fund over time

    • Facing a Required Minimum Distribution from a Retirement Account? Consider Making a Charitable Gift

    • A qualified charitable distribution (QCD) is a direct transfer of funds from your IRA to a charity
    • A QCD may allow a person facing a required minimum distribution to donate funds to a charity tax free
    • Feel good donating funds to make a difference during your lifetime

      • A Rewarding Long-Term Career in Finance: Nella Webster O’Grady, CFP built her skills then launched her own firm


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      WISE PODCASTBy WISE® (Women Investing In Security and Education)
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