Everything You Ought to Know About Donor-Advised Funds
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
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Show Notes
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.