Mar 21, 2025
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