13 min
Enhancing Your Charitable Giving Through a Donor Advised Fund The Perry Richey Group Podcast
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- Business
Andrew Boyles chats with Jacqueline Rowe about Donor Advised Funds and the unique charitable and year-end tax planning opportunities they can offer. They discuss the whitepaper that Jacqueline recently published on this topic, covering the basics of DAFs, the most advantageous types of assets to contribute to a DAF, and a strategy for maximizing the tax benefits of a donation to a DAF. They wrap up the conversation by detailing the characteristics of a client for whom a DAF might make sense.
Whitepaper referenced here: https://s3.amazonaws.com/static.contentres.com/media/documents/8298621e-cd64-4b69-bdbb-17119389b2ad.pdf
Andrew Boyles chats with Jacqueline Rowe about Donor Advised Funds and the unique charitable and year-end tax planning opportunities they can offer. They discuss the whitepaper that Jacqueline recently published on this topic, covering the basics of DAFs, the most advantageous types of assets to contribute to a DAF, and a strategy for maximizing the tax benefits of a donation to a DAF. They wrap up the conversation by detailing the characteristics of a client for whom a DAF might make sense.
Whitepaper referenced here: https://s3.amazonaws.com/static.contentres.com/media/documents/8298621e-cd64-4b69-bdbb-17119389b2ad.pdf
13 min