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Using A Donor-Advised Fund For Year-End Charitable Giving (Ep. 5)
Donor-advised funds are an amazing part of the nonprofit landscape, but they can also be hard to understand. As the market is changing, charitable giving can be a way to remain resilient, keep more of your taxes and do good at the same time.
In this episode, Brett Ramsey speaks with one of his clients, Ron, about the benefits of using Donor-advised funds. They two talk about how this charitable giving option works and how you can contribute to this tool as part of your philanthropic efforts.
Brett and Ron discuss:
Resources:
Connect with Brett Ramsey:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
View all episodes
By Brett RamseyDonor-advised funds are an amazing part of the nonprofit landscape, but they can also be hard to understand. As the market is changing, charitable giving can be a way to remain resilient, keep more of your taxes and do good at the same time.
In this episode, Brett Ramsey speaks with one of his clients, Ron, about the benefits of using Donor-advised funds. They two talk about how this charitable giving option works and how you can contribute to this tool as part of your philanthropic efforts.
Brett and Ron discuss:
Resources:
Connect with Brett Ramsey:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.