How to Properly Implement a Donor Advised Fund

01/09/2022 9 min Episodio 24
How to Properly Implement a Donor Advised Fund

Listen "How to Properly Implement a Donor Advised Fund"

Episode Synopsis

On today's episode, we discuss the amazing tax and gifting benefits of using a Donor Advised Fund (DAF).   Many people have not heard of this incredible strategy. A DAF opens the door to avoiding capital gains (yes, that's not a typo), increasing your charitable contributions without costing you more out of pocket, taking advantage of itemizing your deductions and getting credit for your donations - among much more.   For more content on how to retire confidently, head over to www.birchwoodcapital.com/writings.    Show Notes:   Further Reading: Don't buy your advisor a house! Did you know a traditional advisor could cost you $1.8 million in fees? Q2 2022 Market Overview Will Inflation Ruin My Retirement?