Giving While Living: Charitable Donations & the Benefits of a Donor Advised Fund
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Giving While Living: Charitable Donations & the Benefits of a Donor Advised Fund
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In this episode, CEO Matt Landon, CFP® of Semmax Financial Group, sits down with Phil Bastron, Senior Philanthropic Advisor at the Winston-Salem Foundation, to explore what it truly means to give while you live.
Together, they dive into practical strategies for intentional giving, how to create a lasting community impact, maximize tax benefits, and ensure your charitable dollars are aligned with your values both during your lifetime and beyond.
You'll learn:
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The difference between reactive and intentional giving
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How tools like donor-advised funds, designated funds, and field of interest funds work
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Smart ways to integrate charitable planning into your estate and tax strategy
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Why "giving while living" lets you see the real impact of your generosity
Whether you're planning your legacy or just starting to think about giving back, this episode offers valuable insight into how philanthropy can be both personally fulfilling and financially wise.