top of page
Contact Us
Join Our Mailing List
HOME
IS THIS YOU?
ABOUT US
We're Hiring!
SERVICES & FEES
FAQ
CHICAGO MONEY SHOW
BLOG
CLIENT CENTER
CONTACT
More
Use tab to navigate through the menu items.
Fee Only Financial Advisors Speak To You...
Managing your money, emotions, and meaning of life...
All Posts
Video
Taxes
Mortgages
Stock Market
Charitable Giving
Banking
Retirement
Money Saving Tips
Schemes & Scams
Real Estate
Investment Ideas
Money & Meaning
Search
Bridget Sullivan Mermel CFP(R) CPA
Dec 17, 2023
Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving
In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...
bottom of page