In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy chats with U.S. charitable fund gift specialist Eileen Tam about charitable giving as part of estate planning. Eileen serves as Vice President of Product Management at Eaton Vance and she shares a wealth of knowledge with those who may be interested in charitable giving but are unaware of what tools are available to them.
Topics covered include gifting, generating income, and the tax deductions available through vehicles like donor advised funds, charitable remainder trusts, and pooled income funds. For additional help on the subject, please check out our investment returns calculator or the estate tax planning calculator. You can also read up on donor advised funds and charitable bequests on the Global Wealth Advisors website.