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150 - How to Give More Effectively Using Donor Advised Funds
Published 4 years, 1 month ago
Description
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
- 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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