Advanced Planning Strategies Using a Donor Advised Fund

Although the Donor Advised Fund has become better known as a tax planning strategy over the past few years, it is still an underutilized tool. In this episode of Wise Money, we'll cover the basics of what a Donor Advised Fund is and share some advanced planning strategies on how you can use it to enhance your financial planning.

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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Intro: (0:00)
Segment 1: (0:11)
Break 1: (10:24)
Segment 2: (12:55)
Break 2: (23:10)
Segment 3: (23:44)
Break 3: (34:00)
Segment 4 (35:24)
Outro: (45:33)