Looking to make your charitable giving more effective while optimizing your overall financial strategy? Charitable giving can be a powerful component of a long-term financial plan, but the specific strategy you choose can have significant tax and investment implications. In this episode of Financial Planning Insights, host Jerry Davidse breaks down key charitable giving strategies that families may consider, including donor-advised funds (DAFs), donating appreciated securities, and utilizing qualified charitable distributions (QCDs) to support causes that matter most.

In this video, you’ll learn:

• How charitable giving strategies can be coordinated with investment, tax, and estate planning

• What a donor-advised fund (DAF) is and how it may help support charitable giving over time

• How donor-advised fund ...