Your Financial Pharmacist

Ask a YFP CFP® #85: How can I maximize the tax benefits of donor advised funds?

Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, takes this question from Lucas in Louisville, Kentucky: How can I maximize the tax benefits of donor advised funds?

Mentioned on the Show:

  • YFP Planning: Financial Planning for Pharmacists
  • XY Planning Network
  • Fidelity Charitable
  • Vanguard Charitable
  • Schwab Charitable
  • Send in your questions here or to info@yourfinancialpharmacist.com

Disclaimer: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question.