Charity Savings Jar

Episode 118: Donor Advised Funds

Jul 5, 2021

Nate discusses a powerful tool that can be used to satisfy those that are charitably inclined and concerned about lowering their taxes.

Click here to listen to the interview with Marty Ruby.

Here are just a handful of the things that we'll discuss:

  • Qualified Charitable Deductions (QCD)
  • Taxes and Donating to Charities in Retirement
  • Required Minimum Distributions (RMD)
  • IRA’s
  • Roth and Taxes
  • Tax Cuts and Jobs Act



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