Charitable Giving with ImpactAssets

10/30/20 • 40 min

Donor Advised Funds (DAFs) can help you save money in taxes and give more to charity. I spoke with Alex Neckles from ImpactAssets and Lori Choi from Veris Wealth Partners to help explain what these vehicles are and how to use them to activate more dollars to support your impact goals.

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Investing Forward - Charitable Giving with ImpactAssets

Transcript

Linda Rogers: [00:00:00] My name is Linda Rogers, and this is Investing Forward.

Linda Rogers: [00:00:19] 30% of annual giving occurs in December, with 10% occurring on the last 3 days of the year. That's a 2018 statistic from nonprofitsource.com. So whether it's due to the holidays or trying to record a tax deduction by the end of the year, clearly many people are starting to think about charitable gifts right now. So I thought this would be a great tim