Donor-Advised Funds

Your Life Simplified: A Financial & Wealth Management Podcast - A podcast by Mariner - Thursdays

Categories:

Business Education

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.