How to Give to Charity! Using a Donor Advised Fund (DAF)
Автор: Hermsen Wealth Management
Загружено: 2025-12-26
Просмотров: 32
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It's that time of year where everyone is thinking of giving! A Donor Advised Fund may be a great way for you to give to charity, while being tax efficient. A win for you, a win for the charity.
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The topics discussed in these videos are for financial education and not intended to provide specific investment advice or recommendations. Opinions, estimates, and forecasts of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results. Investing and investment strategies involve risk including the loss of principal. Individuals should consult their own financial advisers before acting on any information provided. Hermsen Wealth Management and Geneos Wealth Management, Inc., do not provide tax or legal services.
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