Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Donor-Advised Funds Explained: The Most Underused Tax Strategy for Charitable Retirees
Donor-advised funds have become one of the most popular charitable giving tools in the country, with more than $326 billion now held in donor-advised fund accounts. Yet many retirees and investors still don't fully understand how donor-advised funds work, when they make sense, or how they can fit into a broader tax planning and retirement planning strategy.
In this episode, Tyler Emrick, CFA®, CFP®, covers:
What a donor-advised fund is and how it works
Why donor-advised fund assets have nearly doubled since 2020
How donating appreciated stock can reduce taxes and avoid capital gains
Why…
The skinny
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