The Power of Donor-Advised Funds for Charitable Giving (Ep. 28)
How can you maximize your charitable giving while minimizing your taxes?
Donor-advised funds (DAFs) might be the key.
Join Matt Nelson and Jacob LaRue as they dive into the strategic world of donor-advised funds—a tool many haven’t explored yet—to enhance your charitable contributions while skillfully managing your tax savings, aligning seamlessly with your values.
They discuss:
- Donor-advised funds, a powerful vehicle to maximize both your charity impact and tax benefits
- Practical scenarios and case studies showcasing the effectiveness of bundling contributions for greater deductions
- Combining strategies such as utilizing low-basis stocks or integrating Roth conversions
- The options for setting up lasting charitable legacies that continue giving beyond your lifetime
- And more!
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Connect with Jacob LaRue:
Connect with Perspective 6 Group:
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