EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
English - January 08, 2024 15:11 - 6 minutes - 4.44 MB - ★★★★★ - 8 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management dive into the concept of donor-advised funds, a popular and effective tool for charitable giving. One of the key benefits of donor-advised funds is the ability to make recommendations on how the funds should be distributed to specific nonprofits and causes, while also receiving potential tax benefits. We discuss the various aspects of DAFs, including their flexibility, ease of use, and potential for creating a lasting philanthropic legacy. Join our conversation to learn more about how its potential to transform charitable giving.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.
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