Ever thought about combining your charitable giving with a smart tax strategy?

Donor-advised funds might just be your new best friend. Imagine putting a chunk of money into one of these funds, taking a tax deduction on the contribution for that year, and then having the flexibility to distribute it to your favorite 501(c)(3) charities in the future.

In this video, I share the benefits of donor-advised funds and how they can be a terrific strategy for both taxes and charitable donations. It’s like having your cake and eating it too, but without the guilt. Just remember to work with your tax professional to ensure it aligns with your financial goals.

Lanning Financial
100 Pine Street, Suite 1250
San Francisco, CA 94111
Phone: 414-354-5699

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