Global Wealth Advisors
Financial Planning and Wealth Management
In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy chats with U.S. charitable fund gift specialist Eileen Tam about charitable giving as part of estate planning. Eileen serves as Vice President of Product Management at Eaton Vance and she shares a wealth of knowledge with those who may be interested in charitable giving but are unaware of what tools are available to them.
Topics Include
Topics covered include gifting, generating income, and the tax deductions available through vehicles like donor advised funds, charitable remainder trusts, and pooled income funds. For additional help on the subject, you can read up on donor advised funds and charitable bequests on the Global Wealth Advisors website.
Charitable Giving Tools: Find it Fast
Planned donor gifting– 4:15
Tax efficient giving– 6:00
Types of assets you can gift– 7:10
Donor advised funds– 8:11
Types of donor advised charities– 9:47
Administration of donor advised funds– 11:10
Online portal technology– 11:55
Pooled income funds– 15:51
Tax advantages– 16:46
Two types– 17:45
Ways to fund– 18:41
Lifespan–19:32
Pooled income vs. charitable remainder trust–19:56
Beneficiaries–21:02
Tools and resources– 23:55
