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Listen "Charitable Giving with a Plan: Smarter Giving Strategies for Investors and Business Owners (Ep. 6)"
Episode Synopsis
Giving Smarter: Real Strategies for Tax-Efficient Philanthropy If you’re donating cash to charity, you might be missing out on major tax benefits. In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Kyle Casserino of Fidelity Charitable to talk about a smarter way to give: donor-advised funds. These accounts let you make …
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06/03/2025
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