Massive Tax Deductions using Donor-Advised Funds

Massive Tax Deductions using Donor-Advised Funds

April 08, 2023

Ever wanted to super-charge your tax deductions for charitable giving? In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey share strategies to create massive current-year tax deductions using Donor-Advised Funds. Topics include:
Charity
Stocks
Real Estate
Assets
Liability
Business
Gifts
Tax Management
Family Values
Brokerage Account
Highly-Appreciated
Retirement
Inheritance
Scholarship Fund

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