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Naming a Charity and Using Donor Advised Funds

Annie Rogers

Christina Knopke

This episode will explore charitable giving in estate planning. Attorneys Christina Knopke and Annie Rogers will address how many clients currently name charities and Amanda Burge, a Private Wealth Manager at Creative Planning, will provide information on using a donor advised fund. This method can be much more simple, can provide several tax advantages and can also allow flexibility for the donor to change their charitable gifts over time without changing their legal documents.

A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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More Episodes

Coping With Inflation

This month, Peter Mallouk and Jonathan Clements discuss inflation’s effect on everything from bonds to home prices and what actions you should — and should not — take to potentially mitigate your risk.

Hear more on inflation here: https://creativeplanning.com/podcast/37-episode-37-the-potential-recession-the-personal-impact-of-inflation-and-the-role-of-bonds-in-your-portfolio/

Taxation on Investment Income Explained

Let Tax Directors Candace Varner and Ben Hake help you avoid surprises on Tax Day! Listen as they discuss the ins and outs of taxation on many common types of investment income (including interest income, capital gains distributions and several types of dividends) as well as the importance — and timing — of K-1s.

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Peter Mallouk

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