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Podcast: The Wise Money Showâ„¢
Episode: Advanced Planning Strategies Using the Donor Advised Fund
Description: Donor Advised Funds can be used for much more than just simple charitable giving. When used thoughtfully, they become a sophisticated financial planning tool for tax optimization, estate planning, and even investment strategy. We’re sharing some advanced financial planning strategies that you can use the Donor Advised Fund for in this episode of the Wise Money Show.
Season 10, Episode 38
Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERSâ„¢: https://www.korhorn.com/contact-korhorn-financial-advisors/ or call 574-247-5898.
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