Traditional investments can provide greater gifts to charity, but “cash flow for charity, and more” opens another possibility. In a recent episode of We Are Talking Money, we discussed the many “traditional” methods of giving. As investments grow and create wealth for the account owner, charitable planning can become a big part of tax planning. But, what about investors who want cash flow for charitable planning without worrying about market downturns that could delay of reduce intended gifts? Cash Flow for Charity, and More, by Roger Fuller and Dustin Hocken, shares a time honored strategy that may provide the right alternative. It’s never too early, or late, to learn more about this valuable step in planning. Let’s have a conversation!
Cash Flow for Charity and More
Air Date: December 16th, 2021