Charitable Giving Strategies & Donor-Advised Funds

Happy New Year! 🥳 Thinking about giving to charity in the year ahead? In this episode, we dive into charitable giving alongside donor-advised funds (DAFs) and how they can help you give intentionally, maximize your impact, and plan for future charitable goals. Whether you’re looking to support causes you care about today or set up a strategy for the year ahead, we break down the key steps to make your giving effective and tax efficient.

For the video version, show notes, and transcript, visit thewealthmindsetshow.com/s2e27

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