Donor Advised Funds
Marvin Knows Finances por Marvin Thomson
Notas del episodio
Marvin Thomson, CFP® and his guests Todd Sladky, CPA, and Joe Jolin with Jolin Media discuss "Donor Advised Funds". Marvin discusses what donor advised funds are, what you can contribute, the tax deductions, and how to invest in a donor advised fund.
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Palabras clave
financial plannerfinancesinvestmentscertified financial plannerestate planningdonor advised funds