Choate Wealth Management & Investment Podcasts
A podcast series presented by the Choate Wealth exploring important topics related to wealth management, investing, and managing risk across generations.
Choate Wealth Management & Investment Podcasts
Year-End Charitable Giving with Donor Advised Funds (DAFs)
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Choate Wealth
In this episode of the Choate Wealth Podcast Series, Erin Kerr, Sarah Hertzog, Cameron Casey, and Kate Toth discuss year-end charitable giving with one of the most popular giving tools, Donor Advised Funds (DAFs), including an overview of what is considered year-end time sensitive and what is not.