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Understanding Donor Advised Funds for Charitable Giving
Manage episode 451144647 series 3562398
Kandungan disediakan oleh Dustin Taylor. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dustin Taylor atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In this episode of Financial Foundations, Dustin Taylor and Alex Wolfe explore the power of donor-advised funds with guest Jeremy Riggs, advisor at Base Wealth Management. Discover how these funds can simplify charitable giving, provide immediate tax benefits, and offer long-term flexibility. Jeremy breaks down the benefits of "superfunding" donations to maximize tax efficiency, and explains how leveraging appreciated stock donations can unlock significant savings. Whether you're looking to support your favorite causes now or plan for future giving, this episode provides actionable insights to help you achieve your philanthropic goals.
Have questions or topics you'd like us to discuss? Email us at question@basewealthmanagement.com. Be sure to subscribe to the podcast and visit basewealthmanagement.com for more strategies, videos, and articles on building a solid financial foundation.
31 episod
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