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Ep #077: Maximizing Philanthropy and Taxes: A Strategic Guide to Donor Advised Funds
Manage episode 407119220 series 3557963
Kandungan disediakan oleh Tom Poltersdorf Jr.. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Tom Poltersdorf Jr. 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.
Discover the power of a Donor Advised Fund (DAF) in this episode. We dive into the strategic benefits of using DAFs for impactful donations and significant tax reductions.
Learn how business owners and high-earners can leverage DAFs to optimize tax benefits during peak earning years, understand the process of donating appreciated assets like stocks, mutual funds, and ETFs for a double tax advantage, and explore the ease of setting up a DAF with leading providers like Schwab, Fidelity, or Vanguard.
Whether you're planning future donations, looking to maximize deductions, or seeking to minimize capital gains taxes, this episode is packed with insights and practical advice for enhancing your charitable giving strategy and financial planning.
Perfect for business owners, investors, and philanthropists aiming to make a difference while efficiently managing their taxes.
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