In this episode of Elevate Wealth, Deanne Rosso and Rob Fezekas dive into the details of Donor-Advised Funds (DAFs).
Learn:
✔ What Donor-Advised Funds are and how they work
✔ How DAFs simplify charitable giving and engage your family in philanthropy
✔ How bundling charitable donations using a DAF can maximize tax benefits
If you’re looking for smart ways to manage your charitable giving while optimizing your tax strategy, this video is for you!
To explore how a Donor-Advised Fund could fit into your financial plan, visit elevate-wealth.com and click "Let's Talk!"
🔗 Website: https://elevate-wealth.com
🔗 Facebook: / elevatewealthadvisory
🔗 Instagram: / elevatewealthadvisory
Subscribe to our channel and hit that notification bell 🔔 to stay updated on the latest investment strategies and financial planning tips!
#AdviceInAction #ElevateWealth #WealthWise #FinancialFitness #FinancialReview #StockMarket #taxes #TaxCuts #TaxCutsAndJobsAct #InvestmentPhilosophy #RetirementPlanning #ElevateWealthAdvisory #FinancialMarkets #stocks #retirement #StockReturns #InvestmentStrategies #FinancialPlanning #WealthBuilding #wealthadviceforyourbestlife #election #politics #financialmarkets #financialplanning #yearendgiving #rmds #taxdeadlines #rothira #charity #charitablegiving #charitysupport #taxdeduction
