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In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.
Parissa explains what a DAF is along with the pros & cons, common strategies, and when a Donor Advised Fund makes sense for you. You will learn how to take advantage of additional benefits when it comes to Charitable Giving and how you can use these strategies to put yourself in a better position going forward.
Join Ed and James for a 20-minute journey into the fascinating world of money, where they delve into the most valuable lessons about your...
When attempting to understand the world of cryptocurrency, it is vital to understand what is arguably it’s most important component: blockchain. In this episode...
When you’ve worked hard and your nest egg more than covers your financial goals, you may also want to provide financially for your loved...