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
What this episode covers
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
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Donor Advised Funds - How & When To Use Them
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