Donor Advised Funds

Donor Advised Funds – If you are charitably inclined, you are likely interested in

maximizing your contribution to your favorite organizations while realizing the largest

potential tax reduction. Chris Boyd, Jeff Perry, and Russ Ball dig into the benefits of

using a Donor Advised Fund to help with your charitable giving with a flexible strategy

that can offer significant income tax savings. The trio also discusses the legacy benefits

of including family members with the decisions of a family-centered Donor Advised

Fund. If you would like to receive a complimentary guidebook of Donor Advised Funds,

please contact Chris Boyd or Jeff Perry, by clicking the following link:

https://www.wealthenhancement.com/s/advisor-teams/amr

 


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