EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help

EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help

| January 08, 2024

EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help

Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management dive into the concept of donor-advised funds, a popular and effective tool for charitable giving.

One of the key benefits of donor-advised funds is the ability to make recommendations on how the funds should be distributed to specific nonprofits and causes, while also receiving potential tax benefits. We discuss the various aspects of DAFs, including their flexibility, ease of use, and potential for creating a lasting philanthropic legacy.

Join our conversation to learn more about how its potential to transform charitable giving. 

Listen to our podcast or watch our video below.

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