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Safeguard Wealth Management

チャンネル登録者数 6.78万人

1.9万 回視聴 ・ 451いいね ・ 2023/12/05

Double Tax Benefit From Charitable Giving? (Donor Advised Fund Strategy)

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 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?

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