What is a Donor Advised Fund? How does it work and why would you want to open one? What exactly are the tax savings? And be sure to listen to the end where I review some real-world strategies used by clients.We cover topics such as:<ul><li>A Donor Advised Fund is simply an account that you own.</li><li>How to open a Donor Advised Fund</li><li>How to transfer money into a DAF</li><li>Why most Americans do not get a tax deduction for their charitable gifting</li><li>How to use a "bunching" strategy.</li><li>How to use a DAF in high-income years such as a bonus or exercising stock options or an IPO</li></ul>Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

Ep 6: My company just went through an IPO. Now what!?

Are you busy with your life, but know there are smarter things you could be doing with your money? Are you confused by all the financial jargon and overwhelmed by the options?

Breakthrough the complicated financial landscape with easy-to-understand information and strategies that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, insurance, tax planning, and more. If it's related to financial planning and financial success, you can be sure we'll cover it.

I love to discuss listener questions, so please connect and follow me at https://www.linkedin.com/in/mwsmorton