150 - How to Give More Effectively Using Donor Advised Funds
An episode of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "150 - How to Give More Effectively Using Donor Advised Funds" was published on May 4, 2022 and runs 18 minutes.
May 4, 2022 ·18m · Real Personal Finance
Summary
Scott and James discuss how to give more effectively using Donor-Advised Funds. Listener Question Hello! I love the show. I think I’ve had a chance listened to over 100 episodes. Have y’all considered an episode on giving? I recently started use using a donor advised fund, giving away some highly appreciated assets instead of cash. Are there any more strategies that I can use to be generous? Anything out of the box? Planning Points Discussed Utilizing Time Efficiently Capital Appreciation...
Episode Description
Listener Question
Hello! I love the show. I think I’ve had a chance listened to over 100 episodes. Have y’all considered an episode on giving? I recently started use using a donor advised fund, giving away some highly appreciated assets instead of cash. Are there any more strategies that I can use to be generous? Anything out of the box?
Planning Points Discussed
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
3:34 - Charitable Giving
5:38- Deductions
8:09 - Effective Giving
15:38 - Utilize Tax Benefits
20:35 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
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