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

Donor-advised funds (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: 

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• 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!
  

Connect with Matt Nelson:    

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• LinkedIn   
  
• Instagram       
  
• YouTube       
  
• MWAPodcast@focusfinancial.com 
  

Connect with Jacob LaRue:

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• LinkedIn
  

Connect with Perspective 6 Group:       

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• Perspective 6 Group
  
• LinkedIn