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.
If you're a small business owner or independent contractor with a high income and you're tired of paying excessive taxes, this podcast is for...
In this episode of Ed’s Edge, Ed and James discuss the importance of balancing money, time, and health to live a fulfilling life. They...
In this episode of Ed’s Edge, Ed and James discuss the importance of being proactive with managing your taxes both now and in the...
