The Power of Donor-Advised Funds for Charitable Giving

Listen to The Power of Donor-Advised Funds for Charitable Giving!

Apple Podcasts → https://bit.ly/3GGW1Da

Spotify → https://bit.ly/3TofDDW

How can you maximize your charitable giving while minimizing your taxes?

Donor-advised funds for charitable giving (DAFs) might be the key.

Join Matt Nelson and Jacob LaRue as they dive into the strategic world of donor-advised funds—a tool many haven’t explored yet—to enhance your charitable contributions while skillfully managing your tax savings, aligning seamlessly with your values.

They Discuss:

• Donor-advised funds, a powerful vehicle to maximize both your charity impact and tax benefits
• Practical scenarios and case studies showcasing the effectiveness of bundling contributions for greater deductions
• Combining strategies such as utilizing low-basis stocks or integrating Roth conversions
• The options for setting up lasting charitable legacies that continue giving beyond your lifetime
• And more!

Resources:

• The Basics of Charitable Giving: Cash, Stock, IRA
• What Issues Should I Consider When Establishing My Charitable Giving Strategy?
• Five Charitable Planning Ideas to Share During Tax Season – Schwab

About Matthew Nelson

Matt has over 20 years of experience in the financial services industry. He is passionate about helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. As the Founder, Managing Partner, and Senior Financial Advisor at Perspective 6 Group, he leads a team of dedicated professionals. The team provides comprehensive and personalized financial planning and investment management services to our clients.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) Matt specializes in helping our clients navigate the complex and evolving landscape of equity compensation, financial independence, portfolio management, and income tax minimization. Further, he leverages his experience as a private equity investor at Focus Financial Network, Inc., to offer strategic insights and guidance on business succession, valuation, and exit planning. Matt’s mission is to empower our clients to achieve their financial and personal goals with confidence and clarity.