In this episode of Elevate Wealth, Deanne Rosso and Rob Fezekas dive into the details of Donor-Advised Funds (DAFs).

Learn:
✔ What Donor-Advised Funds are and how they work
✔ How DAFs simplify charitable giving and engage your family in philanthropy
✔ How bundling charitable donations using a DAF can maximize tax benefits

If you’re looking for smart ways to manage your charitable giving while optimizing your tax strategy, this video is for you!

To explore how a Donor-Advised Fund could fit into your financial plan, visit elevate-wealth.com and click "Let's Talk!"

🔗 Website: https://elevate-wealth.com
🔗 Facebook: / elevatewealthadvisory
🔗 Instagram: / elevatewealthadvisory

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