Sophisticated Giving Strategies With Donor Advised Funds w. Jim Giese

A Donor Advised Fund (DAF) is a giving account established at a public charity that allows donors to make charitable contributions and receive tax deductions. DAFs are popular because of their versatility, which allows donors to give whenever and however much is most favorable to them. In this episode replay, Jim Giese, CPA, JD, and part of the healthcare tax team at Wipfli, shares his knowledge on donor advised funds and why you might want to consider doing this as a part of your financial plan.