A red heart being given to older hands

The giving season

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Thanksgiving is the start of the giving season. Senior Advisor Diana Mao in our charitable giving program joins the podcast to discuss charitable giving funds (also known as donor advised funds), including:

  • What is a charitable giving fund?
  • What are the benefits of a charitable giving fund?
  • Can other people donate to a charitable giving fund?
  • What are the tax benefits of charitable donations?
  • You mentioned the benefits of in-kind donations of publicly traded securities – what are some other donation strategies available?

 

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