Episode 9 - The Ins and Outs of Donor Advised Funds

In this episode, Malcolm is joined by Mary Jovanovich, senior relationship manager with Schwab Charitable, as they dive into the world of Donor Advised Funds. Malcolm and Mary introduce the concept of donor advised funds and delve into some of the more nerdy details of how and why you might want to incorporate one into your charitable giving strategy.

When it comes to charitable giving, there’s more to it than simply writing a check to a few non-profit organizations near the end of the year and claiming a tax deduction. Listen in as Mary sheds light on what Malcolm believes to be a better solution.

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