If you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage of the smartest way to do so. 

Enter: donor advised funds.

In this episode, Stephen Stricklin is joined by clients Larry and John, who each run a donor advised fund. They discuss how these funds work, and the primary advantages to giving through a donor advised fund. Larry and John share a few details about their own donor advised funds, why they were started and why they like to give.

Stephen, Larry, and John discuss:

• What a donor advised fund is
  
• Three primary advantages to using a donor advised fund
  
• Their thoughts about what it means to be free to give
  
• And more
  

Connect With Stephen Stricklin:

• stephen@wisewealth.com
  
• 816-246-9473
  
• WiseWealth.com
  
• Simplify Your Retirement 
  
• LinkedIn: Stephen Stricklin