Artwork
iconShare
 
Manage episode 522297612 series 3704578
Content provided by Zach Morris. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zach Morris or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In this YouTube crossover episode, host Zach Morris of Paces Ferry Wealth Advisors breaks down how donor-advised funds work and why they have become a leading tool for efficient charitable giving. He explores how DAFs compare with private family foundations, the tax advantages of using appreciated securities, and how front-loading donations can elevate long-term planning. Zach also highlights how donor-advised funds streamline recordkeeping, support legacy-focused giving, and create flexibility as financial needs evolve. Whether you're aiming to enhance tax efficiency or make a lasting philanthropic impact, this episode offers a clear, practical framework for using DAFs effectively.

  continue reading

5 episodes