040: Charitable Giving and Your Adviser
Manage episode 347113468 series 3294668
It's that time of the year when many of your minds will turn toward charitable giving. Are you feeling philanthropic? Whether you are inspired by recent events or a regular giver to important causes it's important to maximize your gifts. Learn how to engage with your adviser and gift even more effectively. Listen today to learn all about Donor Advised Funds and Private Foundations. If you are listening on Apple or Spotify, don't forget to give the show a review or rating. Thank you for your support!
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
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