December 2, 2019 – As the holiday season begins, it’s important to consider what type of charitable giving you want to factor into your year end plans. Kyle Casserino from Fidelity Charitable joins the Lifetime Planning program to explain how donor advised funds can work for donors and charities. He discusses how current and future tax legislation could impact methods of giving as well as how upcoming elections could factor in. Kyle explains how donors can plan giving for just about any sum and how it can benefit both donors and charitable organizations.
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