What All Smart Investors Know About Donating in 2025

Should you give directly to charity, or is a donor advised fund a better option in 2025?
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**This content is for informational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.*

In this video, we explore both strategies to help you decide what’s best for your financial situation and your favorite charities. A donor advised fund lets you group multiple years of giving into one larger contribution, allowing you to exceed the standard deduction and benefit from a significant tax break—all while earmarking funds for future charitable donations.

We break down how donor advised funds work, why they’re a smart choice for tax efficiency, and how they ensure a steady flow of support to charities over time. If you’ve ever wondered how to make the most of your generosity while optimizing your taxes, this video gives you practical insights and real-world examples to guide your decision.

Видео What All Smart Investors Know About Donating in 2025 канала The Personal CFO - Kyle Walters