9. The Ins and Outs of Donor Advised Funds with Mary Jovanovich

Show Notes

When it comes to charitable giving, there’s more to it than simply writing a check to a few non-profit organizations near the end of the year and claiming a tax deduction. In this episode, Malcolm Ethridge is joined by Mary Jovanovich, senior relationship manager with Schwab Charitable, as they dive into the world of Donor … Continue reading Episode 9 – The Ins and Outs of Donor Advised Funds – with guest Mary Jovanovich

Disclosures:

The information provided is for educational and informational purposes only, does not constitute investment advice, and should not be relied upon as such. It should not be considered a solicitation to buy or an offer to sell a security. The views expressed in this commentary are subject to change based on market and other conditions. This writing may contain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. Be sure to consult with your tax and legal advisors before taking any action that could have tax consequences. Investments in securities and insurance products are: NOT FDIC-INSURED | NOT BANK-GUARANTEED | MAY LOSE VALUE

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