Tax-Smart Giving with Donor Advised Funds

About This Episode 

In this episode of GDS Unplugged, Glen and Robert explore the often-overlooked strategy of tax-smart giving through Donor-Advised Funds (DAFs). They break down what a DAF is, how it works, and why it might be a smart move for charitably inclined individuals. Whether you're new to charitable giving or looking to optimize your tax strategy, this episode offers practical insights. 

 

Resources 

Ready to take your learning to the next step?   

• Connect with Glen Smith and Robert Casey on LinkedIn.   

• Check out our blog on Maximizing the Impact of Your Year-End Giving   

• Subscribe to our YouTube channel.   

• Contact GDS Wealth Management for a complimentary financial consultation.   

• Submit your questions to Glen and Robert, GDS Unplugged mailbag by emailing gds@gdswealth.com.   

 

Why Listen? 

This episode is packed with actionable advice on how to use Donor-Advised Funds to enhance your charitable giving and reduce your tax burden. Glen and Robert make a compelling case for why DAFs are no longer just for the wealthy and how they can fit into a broader financial strategy for anyone who wants to give back. 

 

Disclosure:

GDS Wealth Management (“GDS”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. This content is for informational and educational purposes only and does not constitute personalized investment advice, tax advice, legal advice, or a recommendation to buy or sell any securities. The views expressed by the hosts are their own as of the recording date and may not reflect the views of GDS. All investments involve risk, including possible loss of principal, and past performance is not indicative of future results. Discussions related to precious metals or other speculative investments are intended to be illustrative. GDS does not generally recommend speculative investments as core portfolio holdings due to their volatility, uncertain income generation, and limited historical performance relative to broad equity markets. References to specific securities, investments, or strategies are for illustrative purposes only and do not constitute an offer or solicitation, nor should they be considered a recommendation to invest in any specific security. Testimonials or endorsements from clients may not be representative of the experience of all clients and are not a guarantee of future performance or success. For additional details about our services, fees, and regulatory disclosures, please visit www.gdswealth.com. 

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