S1E60: Charitable Giving using a Donor Advised Fund with Kyle Casserino
The John Chapman Show Podcast
English - November 18, 2020 20:51 - 27 minutes - 25.6 MB - ★★★★★ - 4 ratingsBusiness investing health entrepreneur business passive investing cashflow tax rentals syndications apartments Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: S1E59: Back Door Roth Conversion Planning with Matt Addington
Next Episode: S1E61: Passing On Non-Financial Assets With Laura Roser
With the end of the year fast approaching, John talks with Kyle Casserino, Vice President, Charitable Planning Consultant at Fidelity Investments, about how and why to use a Donor Advised Fund as a strategic tool and as a way to simply giving.
During the episode they discuss:
The mechanics of a Donor Advised Fund
The opportunities to gift appreciated stocks, small business interest, or other assets in order to potentially receive a income tax deduction and avoid capital gains tax
The process for online distributions to registered 501(C)(3)'s
For more information, check out https://www.fidelitycharitable.org/. Or connect to John directly at: https://www.thejohnchapmanshow.com.
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