Episode 207 – Tax-Smart Charitable Giving: The Power of Donor Advised Funds with Hayden Adams & Ruby Pediangco

Power Your Advice

Mar 26 2024 • 29 mins

Schwab CharitableTM is an independent 501(c)(3) with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors. In this episode, we’re joined by Hayden Adams CPA, CFP®, the Director of Tax and Financial Planning at the Schwab Center for Financial Research, as well as Ruby … Continue reading Episode 207 – Tax-Smart Charitable Giving: The Power of Donor Advised Funds with Hayden Adams & Ruby Pediangco