S3: Episode 5 – What It Means to Give Through A Donor Advised Fund
Sep 13, 2021•31 min•Transcript available on Metacast Episode description
If you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage of the smartest way to do so.
Enter: donor advised funds.
In this episode, Stephen Stricklin is joined by clients Larry and John, who each run a donor advised fund. They discuss how these funds work, and the primary advantages to giving through a donor advised fund. Larry and John share a few details about their own donor advised funds, why they were started and why they like to give.
Stephen, Larry, and John discuss:
What a donor advised fund is
Three primary advantages to using a donor advised fund
Their thoughts about what it means to be free to give
And more
Connect With Stephen Stricklin:
stephen@wisewealth.com
816-246-9473
WiseWealth.com
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