#donoradvisedfunds #charitablegiving #moneyandmortgages
In this episode, host Adam Coleman and Austin Coley, Certified Financial Planner from McCollin Associates, discuss the importance and methods of incorporating charitable giving into financial plans, specifically with the use of donor-advised funds.
For more information on Austin, check out his website: https://www.mccallandassociates.com/
00:00 Introduction to Charitable Giving in Financial Planning
00:36 The Importance and Benefits of Charitable Giving
02:01 Understanding Tax Deductible Gifts
05:33 Maximizing Tax Benefits Through Charitable Giving
10:47 Deep Dive into Donor Advised Funds
26:29 Strategic Charitable Giving in Retirement
29:09 Closing Remarks and Contact Information
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Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.
Opinions expressed in this video/podcast are those of Austin Coley and are not necessarily those of Raymond James Financial Services, Inc., or of Raymond James. All opinions are as of this date and are subject to change without notice. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Donors are urged to consult their attorneys, accountants, or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor-Advised Funds, please contact us.Neither Raymond James Financial Services or any Raymond James Financial Advisor renders advice on tax issues, these matters should be discussed with the appropriate professional.
