With the end of the year fast approaching, John talks with Kyle Casserino, Vice President, Charitable Planning Consultant at Fidelity Investments, about how and why to use a Donor Advised Fund as a strategic tool and as a way to simply giving.
During the episode they discuss:
For more information, check out https://www.fidelitycharitable.org/. Or connect to John directly at: https://www.thejohnchapmanshow.com.