Charitable Giving (EP 19)

Andrew Musbach, CFP® and Ed Cruickshank, CFP® talk about some of the best ways that investors can give back to their favorite causes. In this episode, you’ll learn about donor-advised funds and other tax-efficient strategies for charitable giving.

Resources:

Fidelity Investments: Tear-End Strategies for Charitable Giving – Consider these 5 tax‐savvy ways to make your giving go further this year.
https://www.fidelity.com/viewpoints/personal-finance/charitable-tax-strategies

Click on the link below to read more resources from Vanguard Charitable.
https://www.vanguardcharitable.org/resource_center/strategic_giving