Donor Advised Funds - How & When To Use Them episode artwork

EPISODE · Dec 19, 2023 · 20 MIN

Donor Advised Funds - How & When To Use Them

from Retirement Answers · host Jacob Duke, CFP®

I've had a few questions about charitable giving lately, so in today's episode, I am talking about Donor Advised Funds. We will discuss:What they areHow they workWhy you would use oneWhen you would use oneI walk you through two examples of how this charitable giving strategy will help save you taxes and be able to give more the church or charities you love!***Help me make the show better in 2024. Fill out this quick survey!Want help with your retirement plan?👇🏼☎️ Book a call with me✉️ Email me: [email protected] YouTube Channel Submit your question here: [email protected]#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

Episode metadata supplied by the publisher feed · Published Dec 19, 2023

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Donor Advised Funds - How & When To Use Them

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