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Tax-Smart Philanthropy
Manage episode 389230666 series 2989639
Darryl Lyons에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Darryl Lyons 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
As the year draws to a close, the demand for information on charitable donations is on the rise.
In today's episode of Retire in Texas, Darryl Lyons delves into the world of Donor Advised Funds, offering a comprehensive guide to this powerful tax strategy for the charitably inclined.
Some of the topics discussed include:
- The presentation of Donor Advised Funds as a simpler alternative to wealthy individuals setting up foundations for charitable giving.
- An explanation of the distinction between faith-based and secular donor advised funds.
- The importance of verifying charities and why you need to be wary of charities asking for immediate large payments, gift cards, or wire transfers.
- Why PAX believes that setting up a donor advised fund can be a strategic move in anticipation of potential tax increases in the future.
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