Donor-Advised Funds
Your Life Simplified: A Financial & Wealth Management Podcast - Een podcast door Mariner - Donderdagen
Description: In this week’s episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Mike MacKelvie, wealth advisor, discuss what a donor-advised fund is, the best strategies to use a donor-advised fund and how they can be beneficial to your charitable giving.
