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Episode Info

Episode Info:

At Adviser Investments, many of our clients are committed to supporting the causes that matter to them. Deciding on the best way to give can be a challenge, but it doesn’t have to be.

In this episode of The Adviser You Can Talk To Podcast, portfolio executives and financial planners Charlie Toole, Kari Wolfson and Rick Winters review options that philanthropists of every stripe can use to maximize their impact while making smart tax decisions. Topics include:

  • Donor-advised funds
  • Qualified charitable distributions
  • Giving directly from your IRA
  • Why cash is not always king

To listen to the podcast, click the button below. And for even more information on how to make your charitable giving impactful, check out our special report Making the Most of Your Charitable Giving.

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