Using A Donor-Advised Fund For Year-End Charitable Giving (Ep. 5)

Using A Donor-Advised Fund For Year-End Charitable Giving (Ep. 5)

Donor-advised funds are an amazing part of the nonprofit landscape, but they can also be hard to understand. As the market is changing, charitable giving can be a way to remain resilient, keep more of your taxes and do good at the same time.

In this episode, Brett Ramsey speaks with one of his clients, Ron, about the benefits of using Donor-advised funds. They two talk about how this charitable giving option works and how you can contribute to this tool as part of your philanthropic efforts.

Brett and Ron discuss:

  • How to establish your donor-advised fund (DAF)
  • The ways you may be eligible to claim an itemized tax deduction on donor-advised funds
  • How you can structure your (DAF) in a way that best meets your charitable goals
  • What inspired Brett and Ron to open a (DAF) and how it has impacted their lives
  • And more!


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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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