In this episode of Frank Wealth Insights, ROL President and Founder Frank Fantozzi explores how to strategically enhance both your financial and charitable impact through tax-smart charitable giving and sophisticated tax strategies. Discover strategies for effective charitable giving that support your favorite causes and align with your values while also striving to improve tax efficiency. Learn about methods like Donor-Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and Private Foundations to help you navigate tax benefits.Tune in for insights on making your philanthropy both impactful and tax-smart.
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