Stay Wealthy San Diego

Due to recent tax reform, only 10% of Americans itemized their deductions in 2018 compared to 30% in 2017. This has significantly impacted the tax benefits of charitable giving. Or has it?   In today's episode, I'm discussing: Exactly what a Donor-Advised Fund is in its simplest form Who is the right fit for using a Donor-Advised Fund If you are a potential candidate, what the absolute best strategy is for funding one Where to open a Donor-Advised Fund + a handful of really important things to look out for Show Notes & Links: https://youstaywealthy.com/50  DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services. Speak to your tax professional and financial advisor before taking any action.