Podcast | Win-Win Charitable Giving with Donor-advised Funds

A donor-advised fund (DAF) is a tax-smart investment fund you can establish for charitable giving Streamline the process of donating appreciated securities for you and the recipient of your charitable gift Receive an immediate tax deduction; then, recommend charitable grants from the fund over time Facing a Required Minimum Distribution from a Retirement Account? Consider Making a Charitable Gift A qualified charitable distribution (QCD) is a direct transfer of funds from your IRA to a charity A QCD may allow a person facing a required minimum distribution to donate funds to a charity tax free Feel good donating funds to make a difference during your lifetime A Rewarding Long-Term Career in Finance: Nella Webster O’Grady, CFP built her skills then launched her own firm