E179 Sophisticated Giving Strategies With Donor Advised Funds w. Jim Giese

A Donor Advised Fund (DAF) is a giving account established at a public charity that allows donors to make charitable contributions and receive tax deductions. DAFs are popular because of their versatility, which allows donors to give whenever and however much is most favorable to them. As we begin the new year, now is a perfect time to consider building a charitable legacy, and a donor advised fund can be a tax-efficient way to do just that. In this episode, Jim Giese, CPA, JD, and part of the healthcare tax team at Wipfli, will be joining the show to share his knowledge on donor advised funds and why you might want to consider doing this as a part of your financial plan. Learn more: https://apmsuccess.com/179                      Watch the video: https://apmsuccess.com/179v