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Donor Advised Funds - How & When To Use Them

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Manage episode 390392709 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

I've had a few questions about charitable giving lately, so in today's episode, I am talking about Donor Advised Funds. We will discuss:

  • What they are
  • How they work
  • Why you would use one
  • When you would use one

I walk you through two examples of how this charitable giving strategy will help save you taxes and be able to give more the church or charities you love!

***Help me make the show better in 2024. Fill out this quick survey!

Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: jacob.duke@appliedcapital.com

My YouTube Channel
Submit your question here: jacob@retirementanswers.net

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

  continue reading

77 episodes

Artwork
iconShare
 
Manage episode 390392709 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

I've had a few questions about charitable giving lately, so in today's episode, I am talking about Donor Advised Funds. We will discuss:

  • What they are
  • How they work
  • Why you would use one
  • When you would use one

I walk you through two examples of how this charitable giving strategy will help save you taxes and be able to give more the church or charities you love!

***Help me make the show better in 2024. Fill out this quick survey!

Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: jacob.duke@appliedcapital.com

My YouTube Channel
Submit your question here: jacob@retirementanswers.net

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

  continue reading

77 episodes

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