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What Is A Donor Advised Fund and How Do They Work for Charitable Contributions

📋 Video Summary: Due to changes in the tax laws, fewer individuals are now able to capture a tax deduction for their charitable contributions. In an effort to recapture the tax deduction, more individuals are setting up Donor Advised Funds at Fidelity and Vanguard to take full advantage of the tax deduction associated with giving to a charity, church, college, or other not-for-profit organizations. In this video, we will review: 1) The reason why most taxpayers can no longer deduct charitable contributions 2) What is a Donor Advised Fund? 3) How do Donor Advised Funds operate? 4) Gifting appreciated securities to Donor Advised Funds 5) How are Donor Advised Funds invested? 6) How to set up a self-directed Donor Advised Fund Fidelity Donor Advised Fund Website: https://www.fidelitycharitable.org/ Vanguard Donor Advised Fund Website: https://www.vanguardcharitable.org/ 💰 For More Financial Education: Visit my YouTube Channel: Greenbush Financial Group Check out my Website: greenbushfinancial.com ❓ Have Questions About This Video? Contact Michael Ruger with Questions: 518-477-6686 or [email protected] Visit our website: https://www.greenbushfinancial.com/ Subscribe to our channel for more financial planning tips:    / @greenbushfinancialgroup   Leave a comment below! ------------------------------------ 0:00 Intro 1:20 2024 Standard Deduction Limits 2:23 Example 3:38 Standard Deduction VS Itemizing 4:28 What is a Donor Advised Fund 5:27 Tax Benefits of Contributing 7:40 Minimum Grant Requirements 8:36 How These Funds Operate 11:29 What Happens if the Owner Passes Away 12:25 Additional Tax Benefit 14:11 Annual Limitations 15:10 Not the Right Fit for Everyone --------------------------------------- 🔔 Stay Updated If you found this video helpful, please like, comment, and subscribe! Don't forget to hit the bell icon for notifications on new uploads. #michaelruger #greenbushfinancial #donoradvisedfunds #charity #charitablecontributions