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Contenu fourni par Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Mike Morton, CFP®, RLP®, ChFC® and Mike Morton ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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Don’t be Daft, use a DAF: Donor Advised Fund

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Manage episode 414047043 series 2910154
Contenu fourni par Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Mike Morton, CFP®, RLP®, ChFC® and Mike Morton ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

In this week's podcast, Matt Robison and I, Mike Morton, delve into the world of charitable giving and the benefits of using a Donor Advised Fund (DAF) into your philanthropic strategy. A DAF functions like a personal account where you can deposit various assets, such as cash, stocks, or cryptocurrencies, which then become charitable donations. We explore nine compelling reasons why utilizing a DAF might be advantageous, ranging from tax benefits to flexibility in donation timing and asset growth potential. Moreover, DAFs offer a streamlined approach to philanthropy, allowing for easy management, involvement of family members in giving decisions, and the ability to donate a wide range of assets. As DAFs continue to rise in popularity, they represent a powerful tool for individuals seeking to plan their charitable giving effectively while maximizing tax advantages and leaving a lasting legacy of generosity.

Are you ready to create your ideal lifestyle? Let’s Connect.

Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

  continue reading

146 episodes

Artwork
iconPartager
 
Manage episode 414047043 series 2910154
Contenu fourni par Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Mike Morton, CFP®, RLP®, ChFC® and Mike Morton ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

In this week's podcast, Matt Robison and I, Mike Morton, delve into the world of charitable giving and the benefits of using a Donor Advised Fund (DAF) into your philanthropic strategy. A DAF functions like a personal account where you can deposit various assets, such as cash, stocks, or cryptocurrencies, which then become charitable donations. We explore nine compelling reasons why utilizing a DAF might be advantageous, ranging from tax benefits to flexibility in donation timing and asset growth potential. Moreover, DAFs offer a streamlined approach to philanthropy, allowing for easy management, involvement of family members in giving decisions, and the ability to donate a wide range of assets. As DAFs continue to rise in popularity, they represent a powerful tool for individuals seeking to plan their charitable giving effectively while maximizing tax advantages and leaving a lasting legacy of generosity.

Are you ready to create your ideal lifestyle? Let’s Connect.

Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

  continue reading

146 episodes

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