Episode 50! I gave my co-workers packing cubes to celebrate my birthday. I am giving you the packing cubes of charitable giving today to celebrate episode 50. Donor Advised Funds are one of the most underutilized planning tools available to charitable givers. In this episode, Zacc breaks down Donor Advised Funds and why more people should be using them. Zacc explains the additional control DAFs provide over tax timing, giving records, and difficult-to-donate assets. Most people do charitable giving wrong. Don’t be most people.
Favorite Packing Cubes:
Favorite Foldable Backpack:
A roadmap to financial success, our education center puts you on the right path. Filter through our outlined subjects and find the content you are looking for with ease.
The network you need. Reach out and have our team align your goals with a proven strategy!