Everything You Ought to Know About Donor-Advised Funds
Aug 06, 2019•24 min•Ep. 50
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
Due to recent tax reform, only 10% of Americans itemized their deductions in 2018 compared to 30% in 2017.
This has significantly impacted the tax benefits of charitable giving. Or has it?
In today's episode, I'm discussing:
- Exactly what a Donor-Advised Fund is in its simplest form
- Who is the right fit for using a Donor-Advised Fund
- If you are a potential candidate, what the absolute best strategy is for funding one
- Where to open a Donor-Advised Fund + a handful of really important things to look out for
Show Notes & Links: https://youstaywealthy.com/50
DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services. Speak to your tax professional and financial advisor before taking any action.
For the best experience, listen in Metacast app for iOS or Android