Hi guys, Welcome to the Advanced Video Search Engine, and you are watching Double Tax Benefit From Charitable Giving? (Donor Advised Fund Strategy). That video is uploaded by Safeguard Wealth Management at 2023-12-05T13:00:30-08:00. We are promoting this video only for entertainment and educational purpose only. So, I hope you like & enjoy it. [iY7NCBTFr8c]
| Name | Double Tax Benefit From Charitable Giving? (Donor Advised Fund Strategy) |
| Video Uploader | Video From Safeguard Wealth Management |
| Upload Date | This Video Uploaded At 05-12-2023 21:00:30 |
| Video Discription | Are you gaining the maximum tax benefit from your charitable giving? If not, the strategy in this video may improve your situation greatly! If you liked this video, you may love working with Safeguard. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact. Timestamps: 0:00 Powerful Gifting Strategy If Used Properly... 0:20 What is a Donor Advised Fund? 1:12 BIG Charitable Giving Mistake! 2:21 The Donor Advised Fund Fix 3:18 Important Donor Advised Fund Details 4:20 A Double Tax Benefit Giving Strategy! 6:00 A Better Strategy than a DAF? - - - - - - - - - - - - - - - iY7NCBTFr8c |
| Category | Education |
| Tags | donor advised funds | gifting strategy | charity gift | donor advised fund | donor fund | gift strategy | tax planning | philanthropy strategy | tax-efficient giving | financial planning | charity | charitable vehicle | retirement planning | charitable deductions | charitable planning | itemized deductions | charitable donations | charitable financial planning | charitable limits | charitable giving limits | donor advised fund explained | charitable giving and taxes | donor-advised funds |
