Boost Family Values: Smart Charity Strategies using a Donor Advised Fund
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Boost Family Values: Smart Charity Strategies using a Donor Advised Fund
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About this listen
This week on Five Minute Finance, Mike Morton and host Matt Robison dive into end-of-year charitable giving—how to make it reflect your family’s values, how to simplify it with donor-advised funds, and how to unlock powerful tax benefits by donating appreciated stock or using a “bunching” strategy. If you’re thinking about giving more this season (or just want your giving to work harder), this episode is your quick, practical guide.
Also mentioned in this episode: The Simple Steps That Can Prevent Dementia (Wall Street Journal)
Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
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