When Should You Use Donor Advised Funds?

Money Wisdom

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3M ago 9:31

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A key aspect of planning is finding ways to be as efficient as possible with your money and one great example of that is charitable giving. It’s something that many people care a lot about and if we can help them do that with more efficiency, it’s a win-win for everyone. That’s why this episode of the Money Wisdom podcast with Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP®, is all about donor advised funds and qualified charitable distributions (QCDs). These financial tools are gaining attention for their ability to offer significant tax benefits while enhancing charitable giving and we’ll break down what you need to know.

Here’s what we discuss in this episode:

0:00 – Intro and question

0:42 – Defining donor advised funds

2:00 – When would you use this?

4:54 – QCDs

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