Donor Advised Funds

Check Your Balances - A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays

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Business

Elon Musk has been in the news for giving away Tesla stock, and the news presented an interesting slant on Donor Advised Funds (DAF). Ross and Dan weigh in with their take on why DAF accounts can be a powerful planning tool and how you might consider using them. Submit questions to the show to [email protected]! Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram