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

Safeguard Wealth Management

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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!

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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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