Barnabas Foundation, Charitable Giving & Donor Advised Fund: WMWM Monthly Webinar

Kurtis Knoll joined John-Mark Young and Whitaker-Myers Wealth Managers to discuss charitable giving and how the use of a Donor Advised Fund might be able to play a key role. He discussed how a donor advised fund works, the tax benefits of them, when you might want to use one and what assets are accepted.

The Barnabas Foundation and Whitaker-Myers Wealth Managers are unaffiliated. For specific tax advice please consult your tax professional. For specific financial planning advice please contact a financial professional.